Jensen Huang: No one uses AI better than Meta! Meta might be one of the big companies with the clearest path to AI commercialization. Today, META dropped 10% intraday—time to buy the dip in batches! The fundamentals haven’t changed. Earnings report looks solid, profits +33%. It’s just because they added a $10 billion AI budget that everyone panicked. This is a textbook example of emotional overreaction. PE ratio is 22-26x, which is 1/3 cheaper compared to GOOG, AMZN, and MSFT at 24-40x. CapEx concerns are just short-term noise. I believe this kind of drop will recover quickly.