Wake up meta bears. Analysts have given us another great opportunity to buy the dip. My two senses of the story is that meta is nowhere near the current ai race, yes muse is a good start but you try asking it some challenging questions and it folds. First, we have to go over why meta dips every fucking earnings and the answer is FCF, and CAPEX increases. Over on X Zuck has no intention of slowing down current ai growth/scale. That means FCF will be squeed, we may even get a negative FCF if the stars align. This is honestly a coin flip this can really go anywhere but where though ? Down is all I can see from this point. Yesterday meta was trading at 723 no news but today it jump to 760+ because of a fucking analysts price target which if I put my tinfoil hat on it’s a bull trap. Think about this analyst just happens to pop one week before earnings setting the week off to a mini rally. It’s weird if you ask me. Also I don’t see any meaningful muse monetization commentary next earnings. For all I know meta can still make a trillion dollars in a single quarter but that doesn’t mean shit when they’re burning 999billion. Anyways here’s my position