Meta: More Than One-Third Of Revenue To Be Spent On AI In FY2025

Meta Platforms (NASDAQ: META )'s stock is once again approaching its all-time high, following a relentless, broad-based market rebound since early April. I believe META, as one of the Magnificent 7 with a long-term AI growth roadmap, canI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge ...