$META · Financial Education · 2026-11-04

Currently, Amazon's position size is somewhat small. It's actually quite good, a few hundred thousand times smaller than Meta. On a public account. But don't make the mistake of thinking that a small position in a public account means I trust Amazon less. I actually trust Amazon more than Meta now.

It's not like Meta, and that's what made me switch away from Meta and more interested in Amazon; In the case of Amazon, they spend money and I see the results. In the case of Meta, they spend money and we hope that someday maybe there will be a profit, right?

Because what really drove a lot of results for Meta were things that cost very little, like running algorithms and using AI to show you better reels, keep you in the app longer, and encourage you to share them more ; These kinds of things.

That's actually the cheap side. We will see if they make any profit on the huge amount of money they are spending.

My number two is Meta. At the end of the day, Meta is still a great company. Their growth rate is extraordinary. Zuckerberg has done a great job leading the company. This. The only downside to Meta is their huge capital expenditure and we don't know if or when we will get any return on this investment.

That's what put it at number two instead of number one, I mean it was my number one for a few years

I basically started being negative when they released the capital expenditure numbers earlier this year. And that made me think, damn , it's going to be a tough time for Meta in the short term , isn't it?

And by short term, I mean the next one to two years.

So I looked at their capital expenditure this year. I think it will be quite difficult to increase the price of this stock significantly in the next one to two years, right? Because we know that they have very large capital expenditures in 2027 as well.

So, it's still a great buy in the long run , right? People expect the stock to skyrocket in the short term, but it's just fluctuating. That's all he's doing.