Wemby whispered something to Bismack Biyombo and Mason Plumlee as they checked in during garbage time...
They both immediately picked up DIRTY fouls on Jared McCain ๐ค
The market continues to value $META through a near-term margin lens while the company builds decade-long infrastructure.
While everyone obsesses over quarterly margins, $META is quietly building the most vertically integrated computing platform ever assembled. Layer by layer.
This isn't a margin story. It's a systems story. Full breakdown below ๐
Everyoneโs scared of โAI capex hurting margins.โ
Meanwhile $AMZN $MSFT $GOOGL $META just announced record spending.
Hundreds of billions this year alone.
Thatโs not a slowdown.
Thatโs an industrial boom.
Concrete is being poured.
Data centers going up everywhere.
GPUs ordered from $NVDA $AMD
Tools from $ASML $LRCX $KLAC
Memory from $MU
Networking from $AVGO $ANET
Cooling and infrastructure from $SOLS
Power demand hitting $ETN $GEV $VRT
This isnโt โfuture AI hype.โ
This is money moving through the economy right now. Then layer in rate cuts from the Federal Reserve System.
Record capex + cheaper capital.
Historically that combo doesnโt kill markets.
It fuels bull runs. Feels less like a top and more like early innings of the next leg up.
Liquidity wins. Follow the flows
The bunt screwed the momentum up, pathetic. Donโt get me started with @bryceharper3 and @kschwarb12 โฆ all of the regular season accolades donโt mean shit if you two donโt wake the fuck up!