This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax."
Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big beneficiary this year as Meta is ramping up spending on AI systems and development.
Chip Stock Investors Nick and Kasey also briefly touch on Meta's Reality Labs segment and its drain on profitability, but how third-party developers could help improve the picture starting next year. Nick and Kasey conclude with optimism for Meta's long-term value, and hint at potential portfolio adjustments in response to CapEx trends in big tech.
Recent Broadcom video:
https://youtu.be/0ST3Ak52DA4
00:00 Introduction to Meta's Computing Power and Future Outlook
01:23 Meta's Earnings Report and Stock Performance
03:05 The Impact of Nvidia Tax on Meta's Capital Expenditures
05:20 The Future of AI Infrastructure and Its Financial Implications
09:11 Meta's Reality Labs and Operating Efficiency
11:59 Meta's Stock Valuation and Investment Outlook
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Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#meta #markzuckerberg #metaverse #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Meta
Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big beneficiary this year as Meta is ramping up spending on AI systems and development.
Chip Stock Investors Nick and Kasey also briefly touch on Meta's Reality Labs segment and its drain on profitability, but how third-party developers could help improve the picture starting next year. Nick and Kasey conclude with optimism for Meta's long-term value, and hint at potential portfolio adjustments in response to CapEx trends in big tech.
Recent Broadcom video:
https://youtu.be/0ST3Ak52DA4
00:00 Introduction to Meta's Computing Power and Future Outlook
01:23 Meta's Earnings Report and Stock Performance
03:05 The Impact of Nvidia Tax on Meta's Capital Expenditures
05:20 The Future of AI Infrastructure and Its Financial Implications
09:11 Meta's Reality Labs and Operating Efficiency
11:59 Meta's Stock Valuation and Investment Outlook
👉👉 Chip Stock Investor offers a premium membership that gives you:
Community: 🙏 Connect with other investors interested in chip stocks.
Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
Friends: 🙌 Join a welcoming Discord community.
How to Join:
Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#meta #markzuckerberg #metaverse #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Meta