Company has a 'win-win' scenario where it can either succeed with AI products or lease its massive GPU stockpile to others.

Reinvesting earnings into AI infrastructure as part of a sustainable flywheel.

Market is skeptical of massive CapEx increases ($125B-$145B) without a clear cloud-like revenue stream to offset spending.

Considered a multiple expansion play due to low forward P/E relative to 33% revenue growth and potential for improved sentiment regarding AI CapEx.

Core ad business is strong, but stock fell 10% due to massive CapEx increases without a cloud business to monetize compute.

High-risk/high-reward play on frontier AI; massive CapEx increase pressured stock despite strong ad revenue growth.

Economic disruption from Facebook has fundamentally altered the landscape for traditional journalism and media.

Concerns regarding massive CapEx ($125B) eating into free cash flow and a shift toward issuing debt to fund AI infrastructure.

Initial sell-off due to high AI CapEx is viewed as a buying opportunity for future revenue jumps.

Experienced a sharp after-hours decline of 6.52% following earnings reports.