Meta is extremely UNDERVALUED and Jensen Huang just explained exactly why the market is wrong (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-03
Milk Road AI argues Meta is undervalued because Wall Street misreads its AI capital expenditure as a liability rather than a competitive moat, invoking Nvidia CEO Jensen Huang's claim that no company uses AI better than Meta.
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Extraction
Topics: metaai-investmentcapital-expendituremarket-valuation
Claims
- Meta is currently undervalued relative to its AI capabilities and infrastructure.
- Wall Street's dominant interpretation of Meta's AI capex as a liability is incorrect.
- Jensen Huang has publicly stated that no company uses AI better than Meta.
- Meta's AI capital expenditure constitutes a durable competitive moat rather than a drag on returns.
Key quotes
The biggest misread on Wall Street right now is treating Meta's Capex like a liability but that's the moat.
As Jensen puts it nobody uses AI better than Meta.