The Acquirers Podcast on $META (Oct 29, 2026)

long-term "Meta" bonds or " Oracle" bonds may have interest rates as high as 7% or 9% for Oracle.

And now Meta is raising a lot of money. I think it will reach nearly one hundred billion dollars, if not more, when it ends between this year and next year through stocks. So, I think the stocks are being sold off because they know that to finance these capital expenditures, they are now resorting to issuing shares.

It will not depend solely on operating cash flow. And it will not rely solely on debt.

Meta is also very attractive. I think they have had great success with "Muse". I use it for personal matters and I find it very useful. I can absolutely see it being adopted by older Facebook and Instagram users , who may not be comfortable with or familiar with some of the other AI platforms.

I just think that thanks to their distribution network, they can get it to a lot of people. So, I really like the " Meta" mode,

Facebook and Google will become more closely aligned, and I think they will compete more directly with OpenAI and Anthropic.

For example, Meta cannot afford to pay debts at 9%, that's for sure, to do so and continue to support the news. I mean, they're losing a lot of money, just like Anthropic is doing with Claude . They are losing a lot of money in this field.

In that competition, you have to favor the more established players like Meta and Google, but Anthropic and OpenAI seem to have the advantage at the moment.

if you had spoken two years ago, you would have undoubtedly said, you know, Google, Amazon, and Meta. I mean, these are some of the best companies in the world, and being able to buy them at a P/ E ratio in the late twenties or early twenties is really attractive.