Meta Had a Very Messy March

So let's start with the big red number, and that is Meta's terrible monthly performance. I believe the worst showing since about October 2022. What do you make of the different headwinds hitting Meta right now and that big fear around just how much they're spending on AI.Yeah. Look. I think, everyone has been questioning their CapEx spend.You know. This year, they're gonna spend $135,000,000,000, and they don't really have a model to show for that in terms of where frontier models are, you know, Gemini, Ant ...