Author weighs Meta versus Microsoft for June 2027 LEAPS, leaning toward Meta on higher upside from AI monetization and cost cuts.
META — LONG The author argues Meta is printing cash from ads while trading at a lower multiple than other tech giants, and that Zuck's cuts to Reality Labs spending plus the new 'Avocado' AI model and smart glasses shift capital toward higher-return AI. He expects a 2x by next year if the 2026 ad-tech cycle holds, and plans to buy June 2027 LEAPS on a 5% dip. The main stated risk is Zuck continuing to burn billions in the metaverse.
Meta is printing cash from ads while trading at a way lower multiple than the rest of the tech giants. If the 2026 ad-tech cycle holds, this is a 2x by next year.
This Reddit post, published January 15, 2026, features u/throwmeawaypleasesir discussing META. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/throwmeawaypleasesir · Tickers: META