wu fan|Oct 27, 2026 16:49
Everything else is rebounding, so why is Meta still falling? Two reasons: 1. Financial reports show that Meta will continue to increase capital expenditures, and the market is worried about its operational risks.
2. To alleviate cash flow problems, Meta is raising funds again through a share issuance. Subscribing shareholders will receive a discount, and some institutional shareholders will hedge their positions by shorting in the secondary market to profit in advance.
Both of these factors are not major issues. Meta's revenue is still growing, and capital expenditures are within a controllable range. Meta can afford these expenditures. Zuckerberg has found a way to make up for lost time with AI. Why buy Tencent and Meta?
Because I haven't bought any other major companies besides Google. I understand the moat of social media. Regarding the explosive growth of agents, I think Tencent and Meta are nearing their tipping point. They will eventually prove they will be very profitable.
Actually, I'm not a big fan of Zuckerberg.
But my Tencent position is already quite large.
And I haven't yet bought into Tencent's AI ventures. Meta seems like a good choice at this stage.
Price-wise, Meta is at 620 and Tencent is at 380. There's another opportunity to buy at the bottom. I'll break even, and you'll make a fortune!
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