Meta近期的强劲表现与新兴的AI创新表明其资本开支使用有效，是一只回报可观的持仓。
逐段跳播
随着相关性在Alphabet、Amazon和Meta等大手笔支出的公司与基础设施公司之间发生转移。我提到的大约是4月29日这个日期，当时我们看到资本支出出现了巨大的意外，很明显这些公司再也无法通过自由现金流来为其融资，所以这一联系就断裂了。
with the correlation shifting between big-spending companies, such as Alphabet, Amazon and Meta , versus infrastructure companies . I referred to the date of approximately April 29 , which is when we saw a big surprise in capital expenditures, and it was clear that these companies could no longer finance it through free cash flow, so that link broke.
如果他们正在推出新东西，我认为这就是Meta现在获得回报的原因。Meta在过去几周表现惊人，因为我们已经看到这里涌现出一些AI创新。他们已经在向我们表明这笔钱正被很好地使用。
If they are introducing new things, I think that is why Meta is rewarding now. Meta has seen amazing performance in the last few weeks as we are already seeing some AI innovations emerge here.
They are already showing us that this money is being used well.
这个频道对 $META 的历次判断
Schwab Network 在这只股票上共 9 条判断，这里只列相邻的几条。