Meta Is Recession-Proof: Maintaining Buy Post-Earnings

Meta (NASDAQ: META ) has beaten analysts’ expectations for revenue and EPS for seven consecutive quarters (yes, seven). And it did it again on Wednesday after the company reported 1Q25. Revenue came in at $42.31 billionI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what ...