Meta Q1 Earnings: Solid AI Strategy, Huge Capex Guide (Maintain Buy)

Meta Platforms, Inc. (NASDAQ: META ) has had a busy week. Between hosting, it's first ever LlamaCon event and reporting Q1 earnings , management gave investors plenty of new data to digest. Much of it was overwhelmingly positive.Retail investor researching mostly semiconductors and fintech. Some general macro musings. My goal is to bring you timely and digestible research on the stocks that I cover.Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either through stock ownershi ...