Meta: Could emerge as a hyperscaler. Is the Capex fear easing for the stock with a P/E ratio of 17?

An exciting development at Meta (i) was reported today by "Bloomberg". According to this, the idea is becoming more concrete that the social media giant may soon provide excess AI infrastructure to third-party companies. This would position it as a hyperscaler like Google, Microsoft, and AWS. I see the following points that could make Meta more attractive with this step. 1. Meta is investing up to $145 billion in its infrastructure by 2026. The notion that it is incurring high expenses "on a whim" should be discarded. Meta is building computing...