Pressure Points: Meta 1Q'24 Earnings

Pressure Points - En podkast av Deepwater Asset Management

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Meta down 17% is both explainable and an overreaction. Big Picture: They’re going to build multiple new large businesses around AI in 2025 and beyond. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

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