Meta Platforms is a great value at a fair value estimate of $686.

They're expecting that the companies that are building these data centers, Amazon, Microsoft, Alphabet, Meta Platforms, Oracle, that they'll build a bunch of these data centers like they're doing right now.

But once once they're finished with this initial buildout that they'll stop that they won't build more that then the only demand for Nvidia's products will be replacing those units that were put into these data centers over these several years.

But we might reach a point where there's a sort of limitation where lenders and investors say all right enough is enough now. Amazon, Alphabet, Meta Platforms, these are companies that are now they were cash cows that were generating over a hundred billion in annual free cash flow and now they've turned negative.

Right? I'm forecasting Amazon's free cash flow is negative this year. I'm forecasting Meta Platform's free cash flow is negative this year and they're going to markets and they're borrowing 20 30 40 billion $50 billion

It'll also give you access to my spreadsheet that has all my discounted cash flow valuations for all of the companies that I'm following, including Meta Platforms. You click in there, you can see fair value estimate for Meta Platforms right now, $686. I think it's a great value.