Meta (META) | Why This Big Tech Looks Cheap

Meta (META) is a global advertising platform built around Facebook, Instagram, WhatsApp, and a massive base of users and advertisers.

In this video, I look at Meta’s strong core advertising business and the market’s growing concern around AI CAPEX.

Meta still has high-margin advertising assets, scale advantages, and data advantages. But with 2026 AI CAPEX guidance moving higher, the key question is whether that spending can translate into better ad efficiency, revenue growth, and incremental ROIC.

A strong business and a comfortable entry price are not the same thing.

My conclusion in this video is closer to continued research than strong conviction.

Topics covered in this video:

- Meta’s business model

- Strength of the global advertising platform

- Why AI CAPEX matters

- Margin profile of Family of Apps

- Valuation based on PER, Forward PER, and EV/EBITDA

- FCF pressure and incremental ROIC risk

This content is a personal research note intended to support investment decision-making. It is not a recommendation to buy or sell any specific security. All investment decisions and responsibilities belong to the investor.

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Видео Meta (META) | Why This Big Tech Looks Cheap канала Alpha letter