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![no_cap_cap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::974537417960046592.png) VibeInvest5 [@no_cap_cap](/creator/twitter/no_cap_cap) on x XXX followers
Created: 2025-07-23 20:15:13 UTC

@ReturnsJourney @KairosPraxis @WagieCapital I reduced my position sizing from around XX% to around XXX% but I'm actually super bullish on META so watching closely
If this capex destroys their EPS then yes it will likely drop with earnings so could take time; would actually be nice to buy back a lot lower


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948114701524804004/c:line.svg)

**Related Topics**
[eps](/topic/eps)
[meta](/topic/meta)

[Post Link](https://x.com/no_cap_cap/status/1948114701524804004)