Meta trades at 22.7 forward P/E despite 30% core growth, Muse AI lead, 3.5-4GW compute
RihardJarc · x · 2026-10-01
- Arguing Meta is undervalued at a 22.7 forward P/E:
- Core ads business growing 30% and becoming more valuable in the AI era, where reaching a human via ads becomes premium;
- Muse is growing as one of the fastest consumer apps in history, giving Meta a head start in the personal AI agent race;
- The company holds 3.5-4 GW of compute capacity, currently the most sought-after asset in the world.
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