September 9, 2025 10:53 PM GMT Meta Platforms Inc | North America $600bn of US Investment? It's in the Model…So What Matters From Here?$600bn of US investment through '28 likely already in base numbers. Focus should remain on engagement and rev benefits from GPU based ML (larger/improving models, Andromeda/GEM expansion, video improvements, etc.). Good news is pipeline here seems long. OW META with 11%/44% upside to base/bull $600bn of US Investment? Already in the Model: Investor questions and (to an exte ...