Quick Read – META stock is down 10% year-to-date yet generated $46 billion in free cash flow while returning $32 billion to shareholders. – Reality Labs lost $19 billion in 2025, but the ad flywheel serving 3.56 billion users fully self-funds Meta’s AI buildout. – Act now: the…
alyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn’t make the cut. Grab the names FREE today
I keep hitting the buy button on Meta Platforms (NASDAQ:META), and the louder the market panics about the company’s $125 billion to $145 billion capital expenditure plan, the more shares I add. The stock sits at $593.48, down 9.94% year to date and 12.75% over the past year. To me, that is a sale tag on the most profitable advertising business ever assembled.
The thesis is simple. Mark Zuckerberg is reallocating capital away from human overhead and into compute infrastructure that compounds. He is directing resources into high-yield compute infrastructure that compounds returns.