Time to Long Meta?
META Long-Term Analysis
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Today we're looking at Meta Platforms META 0.00%↑ . The business is a cash machine firing on all cylinders, but they've also told everyone they're about to spend a fortune on Artificial Intelligence. Let's see what the numbers tell us.
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Quick Summary
Breaking Down the Business
Let's keep this simple. Meta is really two different companies under one roof.
First, you have the Family of Apps: Facebook, Instagram, WhatsApp, and Messenger. This is the money printer. It’s one of the most profitable advertising businesses ever created. They have 3.4 billion people using their apps every day, and they make money by selling incredibly targeted ad space to businesses. This side of the house is a fortress, churning out billions in cash.
Second, you have Reality Labs. This is the moonshot, the big bet on the future with virtual and augmented reality (VR/AR). Think Quest headsets and smart glasses. Right now, this part of the business is a money furnace, losing over $4 billion every three months.
The new, all-important piece is Artificial Intelligence (AI). Zuck is going all-in. AI is making the ad business smarter and more profitable. It’s also the brains they need to eventually make Reality Labs work. This is the big story for the next few years.
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