2025-12-11 19:32:16

People might be sleeping on Meta as an AI play right now. While everyone's chasing the obvious chip makers and cloud giants, this social media behemoth has been quietly building serious AI infrastructure. Their recommendation algorithms are already printing money, and the pivot into AI-driven content discovery is just getting started.

The recent pullback? Could be your entry point. Bulls are pointing to undervalued positioning compared to peers when you factor in their AI capabilities and cash flow generation. They've got the data moat, the compute resources, and Reality Labs is basically a long-term option on the metaverse.

Not saying it's a sure thing, but the risk-reward setup looks interesting if you believe AI monetization is still in early innings. Worth adding to the watchlist at minimum.

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