---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000905587.md"
description: "$Meta Platforms(META.US)Background: The biggest issue for investors is AI capex. Meta now expects $130–145B of 2026 capex.My trade: $550 entry is actually relatively comfortable because it's already above the cost and Meta's underlying advertising engine remains strong.Takeaway: I would HOLD META. The biggest risk isn't that Meta's core business suddenly disappears. It's that AI spending stays enormous without generating enough incremental revenue/profit, causing margins and free cash flow to remain depressed. Q2 already demonstrated this risk."
datetime: "2026-09-18T15:58:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000905587.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000905587.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000905587.md)
author: "[Newbee2025](https://longbridge.com/en/profiles/16724903.md)"
generator: "portal-rs"
---

# $Meta Platforms(META.US)Background: The biggest is…


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- [META.US](https://longbridge.com/en/quote/META.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**