$Meta Platforms, Inc.(META)$ Everyone calling for the brakes on AI is building the fastest car. Everyone against it gets paid when you floor it.
Slow down: Anthropic, OpenAI, xAI. All pure model labs.
Don't: $NVIDIA(NVDA)$ META. One sells shovels, one builds its own compute. Plus the White House.
And not one company has actually changed its plans. Capex guidance hasn't moved a dollar.
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