Key Highlights:
Impressive Q3 results with 19% YoY revenue growth and 35% profit increase - yet the stock dropped 4%. Is META's aggressive AI investment strategy an opportunity or a burden? Here's our in-depth analysis of this social media giant's investment value.

Core Investment Points:

• Reality Labs revenue up 29%, but operating loss reaches $4.4 billion
• AI glasses initiative aims to eventually replace smartphones
• Strong Reels monetization momentum continues
• Threads reaches 200M monthly active users, monetization potential ahead
• Technical analysis shows breakthrough above $531 resistance level

Investment Thesis:
While short-term price movement may remain range-bound, long-term outlook is positive. Core strengths:

• Building competitive moats in AI
• Significant pricing power in Reels
• Rich product pipeline
• Improving targeted advertising capabilities

Currently trading at 26x PE, with a PEG ratio of 1.5x based on 15% growth in 2025 - a reasonable valuation.

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