Story thread · 2 reports / 2 sources

Dan Niles: Meta’s Boring 12% Year Is Exactly Why It’s Set to Re-Rate

247wallst.com · 4h · first report

How the coverage leans

Across 2 sources · syndicated copies counted once

Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.

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