Meta is extremely undervalued right now (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-26
Milk Road AI argues Meta is undervalued despite bearish claims that its raised 2026 capex forecast and $125 billion AI investment represent the decade's biggest capital expenditure mistake.
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Topics: metaai-investmenttech-market-analysiscapex
Claims
- Meta raised its 2026 capital expenditure forecast, intensifying bear arguments about its AI spending.
- Some analysts characterize Meta's $125 billion AI investment as potentially the biggest capex mistake of the decade.
- Milk Road AI contends Meta is currently undervalued despite the bearish narrative around its spending.
Key quotes
Meta is extremely undervalued right now (Save this).
'Meta's $125 billion investment in AI could be the biggest capital expenditure mistake of the decade', that is what the bears are saying.