AIInvesting
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Meta’s AI Spending Isn’t a Red Flag — It’s a Power Move
Meta just scared the market again. The stock flinched after management put a massive number on AI capex and basically told Wall Street to deal with it. So here’s the real question: is this another rare buy-the-dip moment, or is Meta quietly walking into a margin trap? Short answer: it’s a buy — but only…
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Palantir Isn’t a Scam Anymore — It’s Just Too Expensive
Palantir’s stock is doing that thing again. Straight up, fueled by an AI story Wall Street wants badly to believe. And the numbers finally back part of it up. The problem is the price already assumes a near-perfect ending. Here’s the blunt take: PLTR isn’t vaporware anymore. But at this valuation, it’s less a long-term…
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