@Shyon:
I think $Meta Platforms, Inc.(META)$ is in a stronger position than many AI infrastructure companies because its advertising business can fund AI investment. AI is already improving ad monetization, but spending up to $145 billion on CapEx is massive. Strong revenue growth alone may not be enough to convince investors. For me, the key is whether AI investment can translate into sustainable earnings and cash flow growth. I remain bullish on AI, but the market is becoming more selective. Ambitious spending plans must eventually deliver measurable returns. I will watch Meta’s advertising growth, free cash flow and CapEx guidance closely, as these could influence $NV