$META | Mizuho reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐๐ญ๐, maintains ๐๐ ๐๐ญ $๐๐๐, 'we take this as a positive, adding a margin of safety to medium-term EPS'
Analyst sees reports of a Meta Compute business as a positive 'Plan B,' showing commitment to delivering ROI on AI investment and adding a margin of safety.