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Birdie_OKX
Meta’s 26% Q3 revenue growth to $64.601B does not settle the question investors are asking. Commitments of roughly $825B for AI infrastructure turn execution time into a balance-sheet issue, especially as CDS spreads widened to 116 bps. The 7% share decline suggests markets want a clearer path from capacity to returns.
#MetaAISpendingConcerns
