We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $668.73 as of January 28th. META’s trailing and forward P/E were 28.47 and 22.47, respectively according to Yahoo Finance. 25 Biggest Web3.0 Companies In The World Halfpoint/Sh...
We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $668.73 as of January 28th. META’s trailing and forward P/E were 28.47 and 22.47, respectively according to Yahoo Finance. 25 Biggest Web3.0 Companies In The World Halfpoint/Shutterstock.com Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide. META’s roughly 80% stock decline in 2022 was widely attributed to fears that Mark Zuckerberg was recklessly betting the company on the Metaverse, but this interpretation missed the core reality that most of Meta’s capital expenditure was actually being deployed to build compute infrastructure for AI-driven recommendations. This investment wave began well before the market grasped the scale of the large language model revolution. As a result, Meta’s free cash flow per share has broadly tracked rising CapEx, reflecting a clear translation of infrastructure spending into greater intelligence, increased user engagement, and improved monetisation. Similar to how Amazon has seen materially higher purchase intent through AI-driven tools, Meta is experiencing tangible gains across its platforms as incremental intelligence is deployed. Time spent on Facebook and Threads rose 5% and 10% quarter-over-quarter, respectively. Both apps are up double digits year-over-year, Instagram video time increased 30% year-over-year, and Lattice drove a 3% quarter-over-quarter improvement in ad conversions, reinforcing the link between AI investment and financial performance. Despite these outcomes, Meta shares sold off 17% recently after the company raised FY2025 CapEx guidance to $70–72 billion, a move that again unsettled investor...
"We want to hear from you and we are ready to listen," the NBC host says, flanked by her siblings in the clip posted to Instagram. "Please reach out to us."
"We want to hear from you and we are ready to listen," the NBC host says, flanked by her siblings in the clip posted to Instagram. "Please reach out to us."
Tim Ho Wan, the Jollibee Group’s flagship Chinese‑cuisine brand, has opened its 10th store in Hong Kong. With more residents heading north to Shenzhen for dining, CEO Sheng Lee says the Hong Kong market can remain competitive by enhancing the guest experience. He also discusses the dim sum chain's overseas expansion strategy on Bloomberg's The China Show. (Source: Bloomberg)
Tim Ho Wan, the Jollibee Group’s flagship Chinese‑cuisine brand, has opened its 10th store in Hong Kong. With more residents heading north to Shenzhen for dining, CEO Sheng Lee says the Hong Kong market can remain competitive by enhancing the guest experience. He also discusses the dim sum chain's overseas expansion strategy on Bloomberg's The China Show. (Source: Bloomberg)
NBC Today show host Savannah Guthrie said Wednesday that her family is ready to talk to people holding their mother, but they want to see proof that she is alive. Guthrie said in a recorded video posted on social media that her family has heard about a ransom letter in media reports. “We are ready to talk. However, we live in a world where voices and images are easily manipulated” Guthrie said. “W...
NBC Today show host Savannah Guthrie said Wednesday that her family is ready to talk to people holding their mother, but they want to see proof that she is alive. Guthrie said in a recorded video posted on social media that her family has heard about a ransom letter in media reports. “We are ready to talk. However, we live in a world where voices and images are easily manipulated” Guthrie said. “We need to know without a doubt that she is alive and that you have her. We want to hear from you and we are ready to listen. Please reach out to us.” Advertisement Authorities offered no detailed update Wednesday as investigators try to piece together the moments before and immediately after the disappearance of 84-year-old Nancy Guthrie. “Is there somebody out there who’s kidnapping elderly people in the middle of the night, every night?” Pima County Sheriff Chris Nanos said Tuesday. “We don’t believe that’s the case. We believe Nancy was taken from her home against her will.” Advertisement The sheriff suggested there was video from some cameras, though he didn’t elaborate, adding: “That’s all been submitted and we’re doing our best with the companies that own those cameras or built those cameras”.