We said Meta was extremely undervalued and this news is exactly the proof (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-27
Milk Road AI claims its contrarian May 26 call that Meta was undervalued has been validated, after the broader market criticized Meta's $125 billion AI capital expenditure plan as the decade's biggest spending mistake.
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Topics: metaai-capital-expendituremarket-analysisai-investment
Claims
- Meta announced approximately $125 billion in AI capital expenditure, which mainstream headlines characterized as the biggest capex mistake of the decade.
- Milk Road AI published a contrarian view on May 26 arguing the market was missing the full picture on Meta's AI spending.
- Subsequent news has, in the author's view, validated the undervalued thesis on Meta.
Key quotes
On May 26, when every headline was calling Meta's $125 billion AI spend the biggest capital expenditure mistake of the decade, we said the market was missing the full picture.
The bears were wrong.