Thread regarding Facebook (FB)

If the AI bubble even cracks…

META’s had a rough couple of weeks, and I get why. The stock took a hit right after earnings, and most of the worry comes down to one thing: they’re pouring unbelievable amounts of money into AI with the assumption it’ll all pay off later. If this AI wave cools off even a little, META could be stuck with massive spending, slowing ads, and a business model that suddenly looks stretched. I’m holding my shares, but I’m not blind to the risk.

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