I mean, this analysis is spot on - except for two things. 1) meta cant innovate anything except social media it seems, be it AI or glasses. Those are just capex. 2) social media may face increased scrutiny, regulation etc, which may considerably weaken its status within 5-10 years, maybe sooner. If this is the case, isnt 30 PE quite optimistic? I think investors are pricing in zuck cucking innovation and EU, AUS and asia at least cucking social media, even tho meta rakes billions

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