$Meta Platforms, Inc.(META)$ I get the sense this one is going to ramp up capex a lot more than Microsoft, but we'll have to wait and see. Both look undervalued to me, and if neither boosts capex, then a solid rally could follow.
$Meta Platforms, Inc.(META)$ I get the sense this one is going to ramp up capex a lot more than Microsoft, but we'll have to wait and see. Both look undervalued to me, and if neither boosts capex, then a solid rally could follow.
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