According to @StockMarketNerd, META’s founder-led discipline includes a willingness to pivot spending to support the share price, with a 2022 shift cited as precedent. According to @StockMarketNerd, META does not rent GPUs and lacks a public cloud business tied to GPU rental growth, limiting exposure to that revenue cycle. According to @StockMarketNerd, management has indicated capacity to deploy more compute to monetize the core business, and if capex slows because capacity proves sufficient, free cash flow could balloon, flexible compute can be reallocated, and depreciation growth would modestly slow over the coming years. According to @StockMarketNerd, the post does not mention any cryptocurrencies or tokens, indicating no direct crypto market linkage in this update.