🚨 EXTREMELY IMPORTANT NEWS!
Meta raises the lower end of expected CAPEX to USD 135 billion, with total investments potentially reaching as much as USD 145 billion! 🚀
🔥 At a time when investors are worried about a lack of money to fund AI, this is an extremely positive signal! Meta is not slowing down its investments; on the contrary, it is confirming its willingness to continue investing massively.
📈 Great news for Meta shareholders and the entire AI sector!
A community member's personal view, not investment advice. Community Guidelines
As always, they go whichever way the wind blows. Just think of the metaverse.
Maybe it's more of a “disaster.” I'd say the market isn't worried about a lack of money, but about who will pay for it and when ... The hyperscalers will keep pouring money into it (they have to), and if they deliver profits, we'll all be fine and everything will soar. If not, the whole thing will “crash and burn” (at least for a while) :o)
Well, but it's being financed with new shares, so shareholder dilution...
I phrased the final sentence a little awkwardly. 😁 The quarterly results are especially great news for Meta shareholders. I see the enormous CAPEX mainly as a positive signal for the entire AI sector, especially semiconductors, which I hold myself ✌️
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