· 个股论点

重申对$META的预判:高资本支出无碍其强劲盈利能力。

涉及标的:

中文翻译

@ShortsHoward 是的,这真是一次惊人的预判。通常我不给出具体的时间框架,但我说过 $META 是财报预期(earnings optics),结果应验了。资本支出(Capex)虽然更高,但这没关系,因为他们正在疯狂印钞。

英文原文

@ShortsHoward yeah this was an incredible call. Normally I don't give specific timeframes but I said $META was earnings optics and it hit. Capex is higher but it doesn't matter because they're printing so much money.

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