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Veteran Tech Investor: Meta Is ‘One of the Best Advertising Machines Ever Built’ With 46% Upside
Key takeaways
- Ramachandra argues that as AI models commoditize, Meta s 3.56 billion daily active users become its most defensible competitive advantage.
- Carlisle warns Meta s capex could hit $145B in 2026, with AI chips depreciating far faster than traditional infrastructure assets.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn t make the cut.
Veteran Tech Investor: Meta Is ‘One of the Best Advertising Machines Ever Built’ With 46% Upside Thomas Richmond Mon, June 22, 2026 at 2:44 AM GMT+7 3 min read META NVDA Quick Read META has shed 20% from its peak despite a 41% operating margin, $46B in free cash flow, and zero analyst sell ratings.
Ramachandra argues that as AI models commoditize, Meta s 3.56 billion daily active users become its most defensible competitive advantage.
Carlisle warns Meta s capex could hit $145B in 2026, with AI chips depreciating far faster than traditional infrastructure assets.
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