Meta: Mark Zuckerberg's Aggressive AI Push Sets High, Yet Achievable Expectations
Summary
- Meta's aggressive AI hiring spree signals strength, not weakness, as Zuckerberg enters 'Founder Mode' to build a world-class AI team and capabilities.
- AI offers Meta opportunities to strengthen its core ad business, enable new ventures like WhatsApp Business, and defend against competitive threats from rivals like OpenAI and Google.
- Meta's Q1 results show robust revenue growth and margin expansion, with heavy AI investments expected to yield long-term, lucrative returns, despite near-term capex pressure.
- While no longer a bargain, Meta's innovation, execution, and AI leadership justify an attractive 'Buy' rating, with potential for further multiple expansion and outperformance.
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