Meta's $135 Billion Question: Can AI Compute Turn CapEx Into A New Growth Engine? (NASDAQ:META) – Seeking Alpha

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Henrik Sorensen/DigitalVision via Getty Images

Henrik Sorensen/DigitalVision via Getty Images
Earlier this month, a Bloomberg report gave me a really good reason to revisit my thesis on Meta Platforms (META). According to the report, Meta may be building a cloud business to rent out
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