Ackman-linked commentary and traders debate whether $META’s large drawdown makes it compelling at lower forward multiples, while acknowledging overhangs from elevated AI capex and addiction lawsuits.
Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.”
Mark Zuckerberg: “$META is ready to spend $600 billion through 2028 because the next platform shift will be owned by whoever builds the most capable AI infrastructure fastest.”
$META is currently having its 3rd-largest drawdown of the past decade.
$META at 15x 2027 earnings is a buying opportunity regardless of what doomers say.
There are two things pressing the stock down now: - Elevated capex - Social media addiction cases
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