Meta Platforms, Inc. is an American multinational technology company headquartered in Menlo Park, California. Meta owns and operates several prominent social media platforms and communication services, including Facebook, Instagram, WhatsApp, Messenger, Threads, Manus and Moltbook.
“A few days later, Nebius announced a 5-year AI infrastructure deal with Meta Platforms worth up to $27 billion. As part of this agreement, Nebius will deploy 12 billion of compute capacity to Meta by 2027.”
“we've seen how profitable the business is generating $200 billion in revenue growing 25% or so close to it year-over-year”
“that Meta will be able to provide a uniquely personal experience.”
“Our ads today help businesses find just the right, very specific people who are interested in their products.”
“In Q4, we launched a new runtime model across Instagram feed, stories, and reels, resulting in a 3% increase in conversion rates in Q4.”
“their AI team, I guess I would assume in the next 12 months, they have to come out with something.”
“Um bullish on Meta long-term like Tanner. I mean, I think the overall core business should just be focused on the advertisement space and I think that has plenty of tailwinds with AI.”
“the company guiding to capex for uh the full year of 2026 in a range of 115 to 135 billion. That is ahead of estimates of about $110 billion.”
“where cash has gone from 18 billion now sitting at 44.”
“total debt has in fact been increasing over the period 315 million 10 years ago now sitting at 51 billion.”
“So they said here we believe concerns around Meta's AI related spending initiatives are underestimating the company's long-term upside potential from AI.”
“Meta is now the cheapest uh big tech name out there. $200 billion in revenue growing above 20%.”
“They're well positioned for long-term earnings growth after planned spending ramp in 2026 and strong balance sheet and high margin core business provides significant financial flexibility.”
“that the case that Meta just went through could be a bellweather case that leads down the path to a similar type of settlement that tobacco companies had to do in the 1990s where Meta is going to be liable for thousands of people's mental health issues and pay out a massive amount of money over an extended period of time.”
“that's why Meta and YouTube are appealing the decision and they're going to bring it up to a higher court.”
“in 2024, Meta also started creating accounts specifically for teens that had restrictions on the accounts overall.”
“Meta has already began deleting the accounts of people under 16, which approximately is 450,000 accounts that are to be deleted.”
“In this chart, you can see that since the second quarter of 2023, Meta has been attracting the most new advertising dollars. In the past three quarters specifically, Meta has been adding record amounts of revenue at a growing pace.”
“Meta is also trading for a price to operating cash flow multiple that it hasn't traded for in about three years now. It's well below its historical averages at the same time as the business is seeing accelerated topline growth.”
“I'm saying that it will continue to grow operating cash flow by 10% annually and trade for a 12 price to operating cash flow...”
“So basically, even in this very pessimistic DCF that I did, Meta Stock still looks undervalued and could produce market beating returns over the next 5 years.”
“the business exceeded expectations in terms of revenue growth by 300 basis points and then they guided at a midpoint to 30% revenue growth for for the first quarter 2026.”
“Meta was able to show that in a great way, right? Meta's growth rates are insane.”
“historically, Facebook or Meta, and snap were beneficiaries of advertising. That was how they made their money.”
“ALSO IN LOUISIANA AS THE SPEAKER JUST SAID WE HAVE BEEN ABLE TO LOWER THE COST OF SO MANY LOUISIANA PAYERS, ENERGY PAYERS, AN ESTIMATED $650 MILLION OVER 15 YEARS.”