This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax."

Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big beneficiary this year as Meta is ramping up spending on AI systems and development.

Chip Stock Investors Nick and Kasey also briefly touch on Meta's Reality Labs segment and its drain on profitability, but how thirdparty developers could help improve the picture starting next year. Nick and Kasey conclude with optimism for Meta's longterm value, and hint at potential portfolio adjustments in response to CapEx trends in big tech.

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00:00 Introduction to Meta's Computing Power and Future Outlook
01:23 Meta's Earnings Report and Stock Performance
03:05 The Impact of Nvidia Tax on Meta's Capital Expenditures
05:20 The Future of AI Infrastructure and Its Financial Implications
09:11 Meta's Reality Labs and Operating Efficiency
11:59 Meta's Stock Valuation and Investment Outlook

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Nick and Kasey own shares of Meta