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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (21728)	10/30/2025 2:57:28 PM
From: SeeksQuality	3 Recommendations Recommended By chowder macbolan QTI on SI Respond to of 21939

Yeah, the adjusted earnings really looked strong. I don't quite understand how you end up with a one-time tax bite of that magnitude, though, might want to research that one a little before adding? It sounds like an adjustment for multiple quarters (or years?) of underpaying? Just guessing... META is absolutely going big in AI, with $70B of capex this year and "noticeably more" for 2026. (I'm interpreting that as $100B for 2026.) Remarkable that they have the kind of cash flow to support that kind of investment. I believe this has a better chance of paying off than their Metaverse debacle did, but of course even that one didn't really hurt META. Enjoy the beer summit.