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Earnings· August 04, 2026 at 11:30 AM
Mark Zuckerberg tells investors why Meta is selling compute and still buying more — as capex guidance rises to $130B
Authored by·Editorially reviewed
Onur Erkan YıldızFounder, Financial Engineer · CMB-licensed
Higher education in Financial Engineering and Money & Capital Markets. SPK (Turkey CMB) licence. 16 years across institutional markets, research, and quant-driven analytics.
NeutralMedium impact
AI summary
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
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