@37_adot: Why is the market punishing Meta for building the future? Bill Ackman explains the disconnect between Meta’s massive AI infrastructure spend and its current valuation. He argues that investors are wrongly focused on short-term capex while ignoring the rational, long-term moat Zuckerberg is building. Follow to learn the latest insights on VC, finance, markets, and technology. Full analysis and private markets intelligence at link in bio. Credits: Bill Ackman, Pershing Square, VALUEx BRK 2026. Edited for educational purposes. No ownership claimed. This content is for informational purposes only and does not constitute financial advice.

37a.
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Region: US
Thursday 02 July 2026 11:01:42 GMT
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sosaywealll
Adama :
“rational in the long-term” = “let’s give the tech bro a pass” 🙄
2026-07-02 17:56:17
0
user586226962
Inflation God :
Look at the John Arnold Board pick with the Data Centers energy questions ?
2026-07-02 14:19:57
0
dhillonharryy
Dhillon :
He’s stuck in that stock
2026-07-03 04:37:52
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user586226962
Inflation God :
He is special
2026-07-02 14:19:07
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