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Meta's Capex Plans Could Lead To Their iPhone Moment
seekingalpha.com/article/4843690-meta-stock-capex-plans-could-lead-to-their-iphone-moment
Summary
- Meta Platforms remains a long-term compounder, uniquely positioned to monetize AI through its core advertising and messaging businesses.
- META's Q3 results show strong user growth and ad revenue, but soaring CAPEX and margin compression raise near-term risks for free cash…
This story appeared on seekingalpha.com, 2025-11-14 07:34:12.