META just got slaughtered -10% intraday. Layering in here.

Fundamentals untouched. Earnings beat, profit +33%. Market freaked over $10B added AI capex. Pure emotion.

PE sitting 22-26x vs GOOG/AMZN/MSFT at 24-40x. You're buying at a 1/3 discount.

Jensen literally said no one uses AI better than Meta. They have the clearest monetization path among Big Tech.

CapEx concerns? Short-term noise. This dip gets bought fast.