- Entry
- $656.50
- Now
- $669.29 +1.9%
- Target
- —
- Score
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Meta is being discounted due to: 1. Aggresive CapEx relative to revenue 2. History of poor capital allocation with Metaverse I would like to point out that it is silly to compare the previous Metaverse investment with the AI buildout investment. Metaverse was essentially a new unknown world/market that Meta, for some reason, decided to go for. While, the AI buildout is a worldwide phenomenon with **proven benefits on Meta's own advert targeting algorithm,** in addition to software engineering and …
— ORIGINAL POST ·
META's AI buildout is not another Metaverse.
· r/ValueInvesting
· Jul 11, 2026