How Meta’s stock can surge to $1,000, according to the biggest bull on Wall Street
THE SO WHAT
When a $1T+ company’s bull case leans on near-term margin compression from AI capex, it reinforces that infra buildout is now a macro thesis, not a side bet. Operators should assume public markets will tolerate several years of lower profitability if you can credibly tie spend to durable AI distribution or data advantages by 2028.
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