Meta: A Simple Reason Why Capex Concerns Are Exaggerated and the 18 P/E Stock Has Upside Potential!

It was the evening of April 29, 2026, when Meta (i) presented its results for the first quarter. One sentence was enough for the stock to plunge 10% the next day. Capital expenditures (Capex) are rising from $115 to $135 billion to $125 to $145 billion this year. Market participants were unsettled. But is the skepticism justified? I think not. Mark Zuckerberg provided a simple reason for this. If Meta invests too heavily and creates more capacity than needed, it will enter the cloud computing market. The demand for computing power is so enormous...