Brad Freeman(@StockMarketNerd):There is a chance that $META spooks some people with a massive 2027 expense guide. But they’ve proven they can make these investments work and then some. More evidence of using AI to accelerate the core business than any peer. Rapidly building evidence that they can build new experiences that enjoy traction at a historic pace. If Mr. Market wants to punish them for doing the right thing & ignoring the short-sighted temptations of quarterly profit optimization? I will take advantage. They should be spending.

2026.10.21 16:11

There is a chance that $META spooks some people with a massive 2027 expense guide. But they’ve proven they can make these investments work and then some. More evidence of using AI to accelerate the core business than any peer. Rapidly building evidence that they can build new experiences that enjoy traction at a historic pace. If Mr. Market wants to punish them for doing the right thing & ignoring the short-sighted temptations of quarterly profit optimization? I will take advantage. They should be spending.