Make money doing the work you believe in
$META is being priced like AI spending is a problem.
But what if it becomes the moat?
The stock now trades at 18.3x forward earnings, below its 5-year average of 22.6x.
That is not expensive for a company with Meta’s margins, cash generation and advertising dominance.
The market is worried about capex.
But if AI improves engagement, targeting and monetisation…
Meta may be cheaper than it looks.
May 11
at
2:52 PM