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Meta Platforms is pursuing a cloud business, and the Street is divided on whether the move will succeed. The bull case and the bear case are both circulating, and both are credible enough to hold.
That division is the signal worth watching. A split on the Street Analyst opinion on Meta Platforms' cloud plans has not converged.
There are real arguments on the side of the bulls and real arguments on the side of the bears. The gap between the two readings is what makes the trade uncomfortable to hold from either direction.
One side will be wrong, and the margin between them is not small. The counterargument The counterargument to any optimism here deserves its own paragraph.
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