EPISODE · Oct 29, 2025 · 7 MIN
Pressure Points: Meta 3Q'25 Earnings
from Pressure Points · host Deepwater Asset Management
Meta shares are down on a flipped script — expenses are now growing faster than revenue. That said, it’s the right decision to position the company to capitalize on AI’s potential. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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Pressure Points: Meta 3Q'25 Earnings
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