Meta (NASDAQ:META) is making one of the biggest AI bets in the market, and investors are right to question the payoff. But with ad impressions rising, ad prices improving, and profits still surging, this isn’t a company spending from weakness. It may be spending from strength, and that could change the stock’s long-term setup.
Stock prices used were the market prices of May 4, 2026. The video was published on May 6, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.