s/META

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META: the quality checklist, line by line

Meta Platforms, Inc. (META) Why does this name keep showing up on quality screens? This post is the answer, with numbers. THE SETUP META trades at $718.67. Performance: +11.6% over a month, +14.3% over six, +2.2% over…

META6 Months
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META: the quality checklist, line by line

Meta Platforms, Inc. (META) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. WHAT THEY DO Meta Platforms, Inc. THE SETUP META trades at $665.60. Performance: +11.9% over a mont…

META6 Months
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Free cash flow down 91% on capex — Meta's ad machine is funding a spending war

$META Q2 2026: $60.8B revenue, +28% YoY, ad revenue $59.4B (+27%) on impressions +14% and price/ad +12% — the core business is fine. But total expenses jumped 55% YoY to $42B, quarterly capex hit $31.1B (~98% of operatin…

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