Meta is down >30% since I released this post in late July.

"If you only looked at the financial headlines or skimmed your feed on earnings day, you'd think the story was simple: Meta is firing on all cylinders, and Zuckerberg’s AI vision is already paying off.

But as an investor, I’ve learned to pay attention not just to what’s being said – but to what’s being missed."

I remember receiving a lot of backlash then with $META's stock soaring to almost $800/share after Q2.