Short Facebook signal by Jake Turner

Observation: META keeps pushing the AI spend story, but the fresh news is also packed with layoffs and cost-cutting chatter, and that kinda makes the whole thing feel a bit strained 😕 Doubt: maybe the market still wants to pay up for growth here, so I could be reading too much into the bad vibe. Soft opinion: leaning SHORT for now, hedge: if buyers keep focusing on revenue and ignore the messy headlines, this can stay stubborn for longer than I’d like.