META’s $135B Gamble: Superintelligence or Suicide? | Iron Financial скачать в хорошем качестве

META’s $135B Gamble: Superintelligence or Suicide? | Iron Financial

Meta has officially entered the "Phase of Exponential Infrastructure," but is the foundation solid enough for your portfolio? In this episode of Iron Financial, we drill down into Meta Platforms’ Fiscal Year 2025 results. The numbers are massive, breaking the $200 billion revenue threshold for the first time. But cracks are forming in the margins. We analyze the shocking "step-up" in capital expenditures, projected to hit between $115-135 billion in 2026, and discuss whether Zuckerberg’s bet on "Personal Superintelligence" is a value play or a cash incinerator. We cover: The Revenue Record: How the "Family of Apps" generated $200.97B in 2025. The Margin Compression: Why operating margins slipped from 48% to 41% in Q4. The Capex Monster: The massive infrastructure build-out, including the $6B Corning fiber deal and nuclear energy projects. The Tax Hit: The impact of the "One Big Beautiful Bill Act" on the bottom line. The Verdict: Is Meta stock forged in iron, or about to melt down? #IronFinancial #Meta #StockMarket #Investing #FinancialAnalysis