Jul. 11 at 1:02 AM
Market sentiment can change fast. Not long ago, many questioned Meta's AI and data center spending. Now those same investments are being viewed as major long-term assets, helping drive the recent rally.
$META has been growing revenue at over 30% YoY, outpacing other hyperscalers like
$GOOGL,
$AMZN, and
$MSFT despite not operating a public cloud business.
The stock previously traded at a lower valuation than many mega-cap tech peers.
Meta's family of apps reaches more than 3 billion active users, providing an unmatched distribution advantage.
The company continues investing heavily in AI models, custom silicon, and data center infrastructure.
Its close partnership with
$AMD also strengthens its AI hardware ecosystem.
The market often reprices companies when AI investments begin showing tangible value. The long-term story for
$META will depend on execution, AI monetization, and continued earnings growth.
$META under
$1,000 makes no sense to me.
