Meta continues to execute on its dual mandate of compounding its advertising business while investing for the next wave of growth in AI and hardware. Its ad engine has delivered measurable lifts through AI-driven ranking models and automation, with click-to-message revenue growing more than 40% year over year. Financially, META remains a standout with industry leading margins providing the flexibility to invest heavily in AI infrastructure while sustaining capital returns. Importantly, the company's new Meta AI glasses mark a potentially disruptive leap in consumer hardware that could rival smartphones in its scale of adoption. With profitability intact, a compelling valuation and visible AI-driven execution, Meta offers both near-term resilience and long-term growth. Trade timing & outloo

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