Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi
I think that this is a very smart move by Meta, Says Tom Essaye
Is Meta’s recent rally sustainable?
Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta’s latest stock moves and what that may signal about its sustainability.
So essentially kind of the bullish catalyst was AI deciding to lease out a lot of their processing power and compute to all this AI demand. So here we go. We’re sort of leveraging on the AI data center demand craziness even more. And don’t get me wrong, people are paying for a premium and I think that this is a very smart move by Meta.
But I don’t view this as sort of a this isn’t a sustainable turn for them. This is them just looking around saying, okay, what can we make money on and we have capacity here and let’s lease it out while demand is sky high. Shrewd move in the short term. I think it is created a decent size bump in the stock obviously, and the chart is looking better, but for me it’s going to be about earnings, it’s going to be about their CapEx number, what’s happening with free cash flow, and what is their guidance on how we turn all of this into real money sooner than later.
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