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$META QUIETLY TURNED INTO A CASH MACHINE AGAIN:
They cut billions in costs, focused on efficiency, and are now growing EPS rapidly.
Ad revenue is growing double digits again, and Reels is keeping users on platform longer.
At roughly 22x forward earnings, it’s cheaper than most large cap tech with this growth profile.
Risks: ad spend can slow in a recession, and Reality Labs still burns cash.
If you want exposure to social + AI ad targeting, $META is hard to beat.