
Meta's Much Needed Moment 12/4/25
Halftime Report
00:00
Why Meta deserves a re-rate
Stephanie and Carrie argue Meta's ad monetization and disciplined CapEx could justify higher valuation and buying on dips.
Play episode from 03:06
Transcript

Stephanie and Carrie argue Meta's ad monetization and disciplined CapEx could justify higher valuation and buying on dips.