Episode Details

Meta’s stock took a four percent hit as analysts weigh its bold move into cloud infrastructure, pitting it against giants like Amazon and Microsoft. The plan? Sell excess AI computing power in a $500B market, potentially boosting EPS by 20% per gigawatt. But the cost? $200B in capex by 2027—possibly forcing a capital raise. Still, some see it as a buying opportunity: Meta trades at a discount to peers, offering a high-risk, high-reward gamble the market’s still pricing out.

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