Im interested to hear what the value investing community thinks of META at the current price level. Similar to MSFT, investors seem to not be confident in META Ai strategy and spend. Im curious to hear what investors think the Bull and Bear case thesis is from both an Ai investment perspective and overall Rev & EPS growth.
I'm pretty confused overall into what META is investing in when it comes to Ai in general, other than data centres for internal model training. It's tough to pick META over other larger names that invested into cloud computing infrastructure decades ago