META

Meta: I'm Nervous About The Fundamentals But Reasonable Valuations Make It A Hold (Archive)

Meta’s ads are slipping versus peers and rising AI capex clouds free-cash-flow visibility.

Meta: A Deeper Look At Its Capex Burdens (Archive)

Meta’s rising self-funded power infrastructure and youth social-media bans create mounting, underappreciated headwinds.

Why I'm Betting Big On Meta This Year (Archive)

AI-fueled ad momentum, custom chips, and supportive technicals make Meta a high-conviction buy.

Meta: Early Warning Signs Of Excessive Capex Spends Like In 2022 (Archive)

Meta’s aggressive AI capex risks FCF erosion without clear monetization gains yet.

Meta Q1 Preview: Antitrust Issues Make This A Risky Buy At Current Valuations (Archive)

Antitrust risks and fading TikTok-ban hopes make Meta too pricey to buy now.

Meta: It's Not Too Late; Buy Now (Archive)

Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.

Meta: I Missed The Boat But Still Hesitant To Jump In Now (Archive)

Meta’s slowing ad momentum and regulatory wildcard temper otherwise attractive valuation support.