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📈 $META: $65B AI Bet, The Next Big Win?

A note that neither Underwriter nor this newsletter provides investing or trading advice. Please consult with a financial professional before making investment decisions. This is purely for entertainment purposes. By reading, you agree to not take this as financial advice and assume all risk. Stock investing is risky and may lead to you losing some if not all of your investment.

AI Advertising Growth

Meta's AI-powered advertising tools are seeing more growth. The average price per ad increased 9% and ad impressions increased 11%.

Meta's user data combined with AI is giving them a huge edge in digital advertising. However, this dominance is also attracting regulatory scrutiny, with U.S. antitrust regulators pursuing a monopoly case that could force changes to Meta's integrated ad platform.

🔮 Ask the Underwriter Assistant

Financial Performance

How will the hiring of AI talent impact Meta's stock?

Revenue Growth

What are analysts outlook on Meta's revenue growth potential?

📈 Higher Price Targets

A reminder that price targets are NOT guarantees. Rather they are projections/estimates on where a stock could go. Price targets are useful because they give us a shortcut to expert insights—analysts who study the stock full-time have already done some of the heavy lifting.

Analysts remain really bullish on Meta.

🚀 Buy: The case for buying META is compelling. The company's strong earnings, successful AI implementation, and optimistic outlook suggest it has significant growth potential. The stock is currently at a record high, but the underlying business appears healthy.

⏸️ Hold: Investors who are already in the stock might consider holding to see if the momentum from the strong earnings report and AI investments can be sustained.

❗Sell: A sell case could be made for risk-averse investors who are concerned about the stock's high valuation and the ongoing antitrust case. However, given the recent positive news, a sell-off seems unlikely.

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A note that Underwriter and this newsletter is not investing or trading advice. These are stocks and information we find interesting. Please consult with a financial professional. By reading, you agree to not take this as financial advice and assume all risk. Futures, stocks, bonds trading of any kind involves a lot of risk. No guarantee of profit is made. In fact, you may lose your entire investment. We guarantee no profit whatsoever, You assume the entire cost and risk of any trading or investing activities you choose to undertake. You are solely responsible for making your own investment decisions. Owners/authors of this newsletter, its representatives, its principals, its moderators and its members, are NOT registered as securities broker-dealers or investment advisors either with the U.S. Securities and Exchange Commission, CFTC or with any other securities/regulatory authority. Consult with a registered investment advisor, broker-dealer, and/or financial advisor. Reading and using this newsletter or any of my publications, you are agreeing to these terms. Any screenshots used here are the courtesy of Underwriter. The data, quotes and information used in this blog is from publicly available sources and could be outdated or outright wrong - I do not guarantee accuracy of this information.