Thoughts of Meta’s latest AI effort?

Investor summaryNeutral

Author questions how to value Meta's new AI and app initiatives despite its historic low valuation and heavy capex.

Bull points

Meta is currently trading at a historic low valuation.

Bear points

High existing capital expenditures weigh on the company.
High uncertainty regarding revenue streams from new AI and app initiatives makes valuation difficult.

METAAI 资本开支价值 / 回购

Post body

Meta has been a cornerstone of this forum. I want to discuss the elephant in the room. Aside from already existing capex and current historic low valuation, does Meta’s new apps (prediction market, business agent) really make sense to you? Usually I’m able to valuate a company’s revenue stream pretty close but given how much uncertainty there is, I do not know how to value the revenue stream from Meta’s latest effort.

Any thoughts are appreciated!

Discussion · top comments

No comment snapshot fetched for this post yet.

View original post & all comments on Reddit ↗