Meta's Next Idea Could Be Bigger Than The Smartphone
Source: SeekingAlpha
2025-12-05 09:00:29 ET
Meta Platforms, Inc. ( META ) stock has declined roughly 11% since its October highs, which to me, looks less like a warning and more like a buying opportunity. Sure, investors were spooked by swelling AI-related CapEx, but Meta is funding this buildout from a position of strength, with a cash-rich balance sheet and an ad machine that is already monetizing AI at scale. Advantage+ is quietly becoming a growth engine with both pricing and impressions rising together, a combo that can compound revenue faster than the headline numbers suggest....
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Meta's Next Idea Could Be Bigger Than The Smartphone
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