“Weekend Study Session - October 30, 2026”
AI summary · 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.
But here's the thing: you have to look at Alphabet , Meta, Amazon, and Intel.