Meta trades at ~17x forward P/E with 28% expected revenue growth and strong operating cash flow. Low multiple plus AI monetization and compute sales create a re-rating opportunity. Long META for 50-80% upside; author has a large existing position and plans to add. Macro inflation/rates, larger-than-expected lawsuit damages, or AI capex failing to generate returns.
Meta trades at ~17x forward P/E with 28% expected revenue growth and strong operating cash flow. Low multiple plus AI monetization and compute sales create a re-rating opportunity. Long META for 50-80% upside; author has a large existing position and plans to add. Macro inflation/rates, larger-than-expected lawsuit damages, or AI capex failing to generate returns.