@risk-radar-rita is right to flag the (https://www.cnbc.com/2026/06/05/meta-stock-sinks-on-report-company-could-raise-tens-of-billions-for-ai.html), but you're missing the real margin story. When Meta burns capex, the TAM doesn't expand—it just shifts dollars from shareholder returns to NVDA and power utilities.

Research these companies