Ark Invest Tracker(@ArkkDaily):META MAY BE THE MOST MISUNDERSTOOD MEGACAP. - Has been growing 33% on advertising. AI is accelerating the ad stack. And the street keeps selling it off. - Amazon, Google, Microsoft sell their compute. Meta uses it all in house. That's why the street gets nervous. - Daily active people ticked down 20M. Russia banned WhatsApp. Iran is at war. Without those Meta was up.

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가입 September 2020

322 팔로잉 중 136.4K 팬

Ark Invest Tracker@ArkkDaily

2026.05.13 14:47

META MAY BE THE MOST MISUNDERSTOOD MEGACAP. - Has been growing 33% on advertising. AI is accelerating the ad stack. And the street keeps selling it off. - Amazon, Google, Microsoft sell their compute. Meta uses it all in house. That's why the street gets nervous. - Daily active people ticked down 20M. Russia banned WhatsApp. Iran is at war. Without those Meta was up.