Meta Q3 2025 Post-Mortem: AI Spend vs ROI - Avory

What this episode covers

Meta just reported Q3 earningsRevenue up +26% Y/Y, engagement accelerating, and yet the stock fell 8%.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why the market is suddenly questioning Meta’s $70B+ AI spending plans, what this means for ROI, and whether we’re entering “Metaverse 2.0” territory.We explore: • Why Meta’s core business is stronger than ever • How AI infrastructure is driving engagement and ad performance • Why investors are beginning to push back on CAPEX at all costs • The tension between long-term vision and near-term returns • What this shift could mean for broader AI infrastructure players⚡ Clear growth, rising scrutiny: Meta’s results mark a turning point in how markets judge AI investment.

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Frequently Asked Questions

How long is this episode of Avory - Markets and Investing?

This episode is 7 minutes long.

When was this Avory - Markets and Investing episode published?

This episode was published on October 30, 2025.

What is this episode about?

Meta just reported Q3 earningsRevenue up +26% Y/Y, engagement accelerating, and yet the stock fell 8%.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why the market is suddenly questioning Meta’s $70B+ AI...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Avory - Markets and Investing episode?

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