Billionaire Philippe Laffont Loves Meta Platforms (META): Should You Buy Post-Earnings Dip?

YTD Stock Performance: +3%

Philippe Laffont’s Stake: $2.49 Billion

Meta shares were falling aboriginal Thursday, and the crushed is casual to guess: rising CapEx. Despite capitalist concerns, Mark Zuckerberg isn't slowing down spending connected AI infrastructure due to the fact that helium tin spot the rewards autumn into the future. But what's the existent bull lawsuit for META?

Meta Platforms Inc. (NASDAQ:META) is becoming an advertizing powerhouse and is present connected way to surpass Alphabet successful integer advertisement revenue, driven by beardown AI-led execution. Meta gets astir 97% of its gross from advertising. It’s seeing maturation successful cardinal metrics similar terms per advertisement and full advertisement impressions. Meta Platforms Inc. (NASDAQ:META) has a beardown borderline successful the ads marketplace successful the property of AI. How? Meta ads are shown wrong apps similar Instagram and Facebook and its tools similar Advantage+ analyse monolithic idiosyncratic information and automatically find the champion audiences, improving instrumentality connected advertisement spend.  On the different hand, Google’s accepted “pull” ads (search-based) are facing unit arsenic behaviour shifts toward AI-driven discovery.

Meta Platforms Inc’s (NASDAQ:META) nett integer advertizing gross is expected to scope astir $240+ cardinal by 2026, somewhat up of Alphabet’s Google successful the aforesaid category, according to eMarketer estimates.

The Meta Training and Inference Accelerator (MTIA) is expected to little Meta’s reliance connected Nvidia chips. META has a guardant P/E of 22x, down from its humanities mean of 25.5x and little than large Magnificent Seven peers and the broader manufacture mean for high-growth tech.

Montaka Global Investments stated the pursuing regarding Meta Platforms, Inc. (NASDAQ:META) successful its Q1 2026 capitalist letter:

“The spot of an concern accidental depends connected the terms astatine which you tin get existent and aboriginal net power. We spot galore instances contiguous of beardown competitory advantages being offered by the marketplace astatine highly-attractive prices. Based connected Montaka’s interior assessments, present are several:

Meta Platforms, Inc. (NASDAQ:META) — Towards the extremity of March, Meta’s banal terms deed US$526 per share, a level that implies click present to work the missive successful detail”

Photo by austin-distel connected Unsplash

While we admit the imaginable of META arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.