$Meta Platforms, Inc.(META)$
What stands out to me is how sticky that narrative is, even when the actual numbers keep proving otherwise.
Free cash flow over the last four quarters:
Q2’25: $9.0B
Q3’25: $11.2B
Q4’25: $14.8B
Q1’26: $13.2B
LTM: $48.3B
Even with heavy AI infrastructure spend, this is still a serious cash-generating machine.
Feels like the market is anchoring too much on CapEx headlines and not enough on what the business is actually producing underneath.
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