"So for longerterm investors who believe in the capex spend and Mark Zuckerberg then Meta stock is looking quite interesting in my opinion. But for people who are more focused on the next year and short-term profits then it's pretty clear that you know their margins are going to be compressed."
The speaker argues that despite upcoming margin compression due to heavy capex and near-term profit headwinds, Meta presents an attractive long-term investment based on its growth metrics and valuation relative to historical averages.
Big Tech Earnings - Here's Everything You Need to Know
Daniel Pronk
October 30, 2025
Company Opinion