MagellanJr
11-01
Google investment in AI relatively smaller amount than META, and the ROI shows in the earning result. META invested massively and the ROI not yet showing in tangible way in their last earning result.
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Comments

  • GreenArt
    11-02
    GreenArt
    At least, next qtr will not see the Big Beautiful American tax? 😅
    Their earning is healthy with growth, hope that continues. 😊
    • MagellanJr: 
      Haha yeah, that one time tax charge is from the one BBB
    • MagellanJr: 
      But there’s more than just that the tax charge it seeems, investors are concerned with META keep increasing spending for AI. Even raising funds from 30 billion bonds.
  • Seb538
    11-02
    Seb538
    What are you saying? You think likely next earnings we will see Meta ROI coming through? Or they’ve been unsuccessful in general and won’t see anything.
  • MagellanJr
    11-02
    MagellanJr

    I'm saying that's probably the reason Meta drop 15 percent after earnings. I think next earning should be ok, this earning hit by one time tax charge. It's too early to tell whether they are successful or not.

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