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# Meta: It's Not Too Late; Buy Now (Archive)
- URL: https://www.huntingalphas.com/meta-its-not-too-late-buy-now-archive/
- Published: 2025-02-03T16:49:00.000Z
- Updated: 2026-02-28T10:52:29.000Z
- Description: Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, META, Communication Services, #sa-origin

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Meta's advertising revenues are at a key growth inflection point, driven by higher pricing from superior ad targeting enabled by advanced AI models.
- I believe reduced legal costs have structurally lifted EBIT margins by 600bps, enhancing profitability.
- In FY25, Meta is more than doubling its capex spend. It plans to invest $65 billion into a humongous 2GW data center and other AI initiatives. Watch the FCF margins.
- META's premium valuation vs peers is justified by strong earnings growth expectations and bullish technical charts versus SPX500.
- I think the TikTok ban is unlikely to occur so this upside catalyst is not something to bank on. However, Meta is well-placed regardless.

Read the full article [here](https://seekingalpha.com/article/4754372-meta-its-not-too-late-buy-now?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*