Meta's recent strong performance and emerging AI innovations indicate effective use of capex, making it a rewarding holding.
BullishHe framed it in weeks
“The AI Boom Needs More Than Hype”
Schwab NetworkPublished Sep 18 · 2 passages
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with the correlation shifting between big-spending companies, such as Alphabet, Amazon and Meta , versus infrastructure companies . I referred to the date of approximately April 29 , which is when we saw a big surprise in capital expenditures, and it was clear that these companies could no longer finance it through free cash flow, so that link broke.
If they are introducing new things, I think that is why Meta is rewarding now. Meta has seen amazing performance in the last few weeks as we are already seeing some AI innovations emerge here.
They are already showing us that this money is being used well.
What this channel has said about $META
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2026-09-19
Meta is the world's largest social networking company , with more than 3.6 billion people using at least one of its apps daily.
Quote at 00:14 ›2026-09-18BullishThis one
with the correlation shifting between big-spending companies, such as Alphabet, Amazon and Meta , versus infrastructure companies . I referred to the date of approximately April 29 , which is when we saw a big surprise in capital expenditures, and it was clear that these companies could no longer finance it through free cash flow, so that link broke.
2026-09-17
I am interested in your opinion on Meta, as we may be starting to see a company that feels more confident in its role with the launch of its "Muse" platform .
Quote at 03:29 ›