Buy META by Oct 29, 2026.

Quick follow-up to my google post. Microsoft guided capex up 35% and gained $260B overnight, amazon hiked to $220B and jumped 7%, while google and meta spent less and got punished. the difference is tenants. azure and aws rent their compute out, 43% and 37% growth against contracted backlogs, so every capex dollar walks in with a name on it. google and meta consume their own, so the return runs on faith. the market funded landlords this week and repriced …