u/silver-bullet007

Meta grew revenue 28% YoY, has 3.6B daily active users, and trades at sub‑20 P/E after the earnings drop. The market is punishing META for elevated capex, but the author believes this spend is essential for long‑term moat expansion (AI glasses, ad tech). If the selloff continues below $500, the author plans to add aggressively. META offers a rare combination of growth (28% revenue) and value (sub‑20 P/E) with a dominant network effect; the post‑earnings panic creates an entry point for patient investors. The $80B+ capex incineration cited by a top comment, an earnings miss of $1/share, and potential ad‑revenue slowdown if Google’s search decline narrative doesn’t materialize.