>>20125993For META no. A bunch of people are getting off the ride at this moment, but they'll want back on when the shiny thing is done. Remember when PANW gape'd down a few months ago? It's already climbing back as people remember they're going to deliver with that increased capex. Getting off the ride is temporary but the ride itself never stops. Now if the ride CRASHES and the company DOESN'T delivery something great then you're fucked for holding, but there's no reason to think that's the case (bright futures, good companies).
