For $Meta Platforms, Inc.(META)$ and $Snap Inc(SNAP)$ , I think the regulatory pressure is becoming a broader theme rather than a one-off. Teen-safety rules and lawsuits could create higher costs and uncertainty across the social-media sector.
For tech valuations, I’d say AI capex momentum matters more right now. As long as hyperscalers keep spending aggressively, strong earnings growth can help offset some pressure from higher-for-longer rates. I’d still wait for Jackson Hole before becoming too aggressive. Overall, I see selective opportunities in AI hardware rather than chasing the entire sector.
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- YueShan·08-28 00:43Good ⭐⭐⭐1Report