Mizuho's lloyd walmsley is doubling down on his bullish Meta call. He's sticking with that outperform rating and keeping the $815 target locked in. Word on the street? Meta's slashing metaverse spending by 30%, and walmsley thinks this could trigger a serious upside move. Investors might finally get what they've been waiting for—tighter focus, better margins, and maybe some real momentum in the stock. Sometimes less is more, especially when you're burning cash on virtual worlds.