Bill Ackman Put $2 Billion on Meta | Wall Street Thinks He's Crazy скачать в хорошем качестве

Bill Ackman Put $2 Billion on Meta | Wall Street Thinks He's Crazy

Meta trades at 22x forward earnings while growing revenue 24% — cheaper than when it earned half as much. Wall Street panicked over $135 billion in AI capex, but the numbers tell a different story. Q4 revenue hit $59.89 billion, EPS beat estimates at $8.88, and AI-powered ad tools already run at $10 billion annually. Bill Ackman's Pershing Square just revealed a $2 billion stake — 10% of the fund — bought at $625 per share. He called it "a deeply discounted valuation for one of the world's greatest businesses." Meanwhile, Ray-Ban Meta glasses sold 7 million units in 2025, tripling year-over-year. In this video, we break down why the market is pricing Meta like a utility while it grows like a tech giant — and what happens when that gap closes. This is not financial advice. Educational content only.