Meta Platforms' Massive Upside Amid AI Investment

2 months ago

Alex

"Speaking of which, while most analysts are worried that Meta is burning too much cash on the AI revolution, my audience understands that AI takes a lot of research, development, and infrastructure investment. Meta Platforms serves 3.5 billion monthly active users. So, they're actually investing to stay ahead of the curve and serve their massive user base. According to DCF models, MetaPlatforms is currently 45% undervalued, giving it an 81% upside from today's prices. That's an 81% upside on one of the biggest companies sitting at the center of the AI revolution."

The speaker provides commentary on Meta Platforms, emphasizing that despite concerns over cash burn, the company's strategic investment in AI and its massive user base justify its valuation. With Meta estimated to be 45% undervalued and an 81% upside, it is presented as a compelling long-term trade idea.

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