Are investors punishing Meta because it lacks the "landlord" status of Alphabet and Amazon? While they rent out their AI infrastructure to the world via Cloud services, Meta is spending $140 billion on internal tools just to keep people doom scrolling longer.

Meta is still a cash-printing machine with record engagement, but without a Cloud revenue stream to offset this massive CapEx, is this a smart entry point or a "trust me" trap? I bought a lot when Meta was in the trenches last month. Should I buy the dip, or is the lack of a clear AI roadmap a dealbreaker?