If 90% of the wallstreet analysist ran meta, they would never make anything new. they would just harvest the cash cows of the ad business and milk it for what it's worth until it fades away.
They consider capex a waste and only see lowered margins. Their vision is what will bump the stock up over the next 6 months. They rewarded Apple for sitting out the AI race entirely and punished Meta for building it's own super-intelligence powers.
If it was up to them, there'd be no Muse, no Meta glasses, no new VR headset, no charm, nothing. Meta would just be a social media company churning profits until it dies.
I'm glad Zuck runs meta and not all these 'expert' analysts.