Discussion

• @firstadopter Tae Kim on x

  Meta raised 2026 capex guide to $115-135 billion versus $111 billion Wall Street estimate. Obviously, this is bullish for Nvidia.

• @supbagholder @supbagholder on x

  $META +6% as investors are realizing AI capex is a good thing when it increases topline growth. [image]

• @mikeisaac Rat King on x

  okay my guess is the stock is not getting battered b/c investors like this slide ARPU rocketed up over one quarter. AI ad targeting etc etc [image]

• @richlightshed @richlightshed on x

  $META revenue growth accelerating into 2026 - company guide suggests they could hit 30% growth excluding currency tailwinds in Q1 2026 Would be first time Meta hit 30%+ revenue growth since Q3 2021 🤯🤯🤯 Reminder revenue basis is now over $200 billion annually [image]

• @mikeisaac Rat King on x

  my guess is this earnings call is going to be an hour of telling investors “actually it's good we're spending like a drunken sailor b/c AI helps core business” all while the c-suite is staring at the stock price

• @conorsen Conor Sen on x

  Over the past 21 months $META's expected 12m capex has increased from $35 billion to $125 billion.

• @hedgeyecomm @hedgeyecomm on x

  $META Q1 guide 26.4 - 33.5%... Even with 4% currency tailwind... Woah.

• @rihardjarc Rihard Jarc on x

  So Zuck finally put out the CapEx numbers now we can move on. $META sees 2026 CapEx $115B-$135B (estimates were $110B).

• @amitisinvesting Amit on x

  $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS

• @zerohedge @zerohedge on x

  At the high end of its capex forecast ($135BN), META free cash flow in 2026 will be $0 [image]

• @benitoz Ben Pouladian on x

  Meta just guided $115-135B in 2026 CapEx nearly 2x 2025 CFO: “Doubled GPUs to train Gem model. Sequence learning drove 3.5% FB ad lift.” AI spend is WORKING. Hyperscalers keep buying $NVDA demand thesis keeps getting stronger $meta [video]

• @amitisinvesting Amit on x

  $META...Mark Zuckerberg: “I'm looking forward to advancing personal superintelligence for people around the world in 2026.”

• @hedgeyecomm @hedgeyecomm on x

  I'm sorry but Capex and Opex guide should be an after thought on this type of revenue growth... $META They guided total expenses $12-19B higher than consensus... And quick math on implied 2026 assuming 32% Q1 revenue YoY... That is $17B of revenue higher than consensus...

• @aleabitoreddit Serenity on x

  Btw this $META call at $625 was only 2 weeks ago. 🎯 Hope it goes up even more over the next few weeks, capex spend was overblown since they're printing money and growing at astounding rates. [image]

• @thetranscript_ @thetranscript_ on x

  $META CFO: “We anticipate 2026 capex, including principal payments on finance leases, to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business” [image]

• @mikeisaac Rat King on x

  meta expects to nearly *double* its capital expenditures spending in 2026 — from 72billion in 2025 to an estimated $115 to $135 billion in 2026 AI!

• @hedgeyecomm @hedgeyecomm on x

  Higher capex and opex... doesn't matter given the revenue upside!

• @_josenajarro Jose Najarro Stocks on x

  $META $NVDA CRAZY CAPEX!! We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core [image]