Egerton Capital’s John Armitage just cut 541k shares of $Meta Platforms(META.US) . Meanwhile Bill Ackman just loaded $2B, now 10% of Pershing Square. 4Q rev $59.89B beat, EPS $8.88 beat. Capex guide $115-135B for 2026, FCF might go negative. Someone is very wrong here. I’m betting on Ackman. 🐍
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