Author sees Meta's massive AI spend as unproductive, with no users for its LLM aside from better ad delivery improvements.
META — AVOID The author claims Meta has spent $700 billion with little to show except better ad delivery. No one is using Meta's LLM, implying the company's AI investments are failing to gain adoption. This supports a bearish or avoid stance on Meta.
They’ve spent $700 billion with nothing to show for it aside from better ad delivery. No one is using meta LLM
This Reddit post, published January 12, 2026, features u/WordsHappenedHere discussing META. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/WordsHappenedHere · Tickers: META