Stock Market Mentor on $META (Oct 30, 2026)
META has negative free cash flow for the first time since 2012 and raised its 2026 capex forecast to about 150 billion; the speaker sees the higher spending as not positive and the current situation as really bad, but expects Zuckerberg to change things up one way or another.
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But here's the thing: you have to look at Alphabet , Meta, Amazon, and Intel.
Okay, we can look at Meta here. Negative free cash flow for the first time since 2012. Now, they've raised their capital expenditure forecast for 2026, okay? To reach approximately 150 billion.
Well, when they raise their expectations, you might say, "Oh, that's kind of great." Not really, because that would mean they spend more money. They're simply saying, "Hey, you know what?
It's really bad right now, but we'll just keep going and plan something different." Well, you don't want to, and like I've always said and it will be true in the end, you should never bet against a psychopath.
So one way or another, Zuckerberg is going to change things up. He'll finally figure out what kind of bow he's using the next time he talks to Joe Rogan and says he's just started hunting with a bow. He did n't.
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