Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Meta Is Outperforming Big Tech This Quarter
Meta shares are up nearly 4 percent over the past five days, outperforming the rest of the mega-cap tech cohort. In this episode, Lucas and Luna drill into the specific drivers behind that move: user engagement trends in Reels, advertising pricing power on Instagram, and the company's disciplined cost structure. They contrast Meta's performance with Alphabet, which has lagged as its cloud business faces margin pressure, and with Microsoft, where investors are waiting for clearer AI monetization. The conversation also touches on why the broader market's rotation into value…
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