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Pressure Points: Meta 1Q'24 Earnings
Meta down 17% is both explainable and an overreaction. Big Picture: They’re going to build multiple new large businesses around AI in 2025 and beyond.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Meta down 17% is both explainable and an overreaction. Big Picture: They’re going to build multiple new large businesses around AI in 2025 and beyond.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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