How One Meta Analysis Sparked My Winning Trade.

Few days ago, i came across one analysis on Meta and that analysis was the key trigger that flipped my view on Meta. Previously, I avoided META due to heavy Reality Labs cash burn and perceived AI lag, but the strong Q4 2025 results, 22% full-year revenue growth, AI-driven ad improvements delivering clear ROI, and surging business messaging (up 54% YoY with massive TAM potential), convinced me it was undervalued at around $635 despite high capex concerns. I decided to trade long on Meta shortly after, entering around that level. It proved a solid call: even with elevated 2026 capex guidance weighing on sentiment and causing some pullback, the stock has held firmly in the mid-$600s recently (closing near $639 as of late February 2026), validating the fundamentals shift and delivering positive returns amid broader market volatility.