Meta's ER Breakdown

https://www.zerohedge.com/markets/meta-soars-10-new-all-time-high-after-smashing-estimates-guiding-revenue-capex-higher

Meta is not expensive.

谷歌也不贵，哈哈，这几天买买买

我没底仓，现在不（敢）买，等打折（没有就算了）

我也没有，生怕又是一个水下50％，哈哈

CapEx increased from $64 B to $72 B

Semi will continue their rallies.

Amazon 盘后也跟着起舞，咋回事？

可能亚麻的广告也不错，云计算估计也会大涨，哈哈

值得牛逼，但Reality Labs revenue 数据不对吧？！

Reality Labs revenue $370 million, +4.8% y/y, beating estimate $386 million？

多谢！

关键小扎还听华尔街的话，Meta是不贵...