Meta Might Be The Most Misunderstood Mega Cap In The Market Right Now

I think Meta is probably the most misunderstood mega cap here. Uh because you have a company growing 33% topline revenue on the advertising business. It's continuing to tick up, accelerating.Uh clearly seeing improvement from uh embedding AI into the advertising stack. And yet every time they decide to raise their capex numbers, the street gets skittish and tries to sell the name off um successfully in this last earnings uh I might add. And I think the reason is when you look at Meta compared to Amazon, Mic ...