Meta’s selloff makes sense if

Meta’s selloff makes sense if the market is reacting to the sheer size of capex, but I do not think higher spending automatically means the thesis is broken.

If that investment keeps improving AI engagement, ad tools, and monetisation, this may end up looking more like investment shock $Meta Platforms, Inc.(META)$ than structural weakness.

My read: near term, volatility probably stays elevated. Longer term, the real question is whether Meta earns enough on that spend to justify the fear.

Meta's $145B Capex Shock! Will META Fall Below $600?

Meta Platforms (META) tumbled another 8.55% today, extending its post-earnings selloff to a two-day cumulative decline exceeding 14%. Q1 revenue growth of 33% beat estimates, but a full-year capex raise to as much as $145 billion has rattled near-term profit expectations. The divergence with Alphabet — up 10% after its same-day earnings — marks the starkest split within the Magnificent 7. When will Meta's $145 billion AI investment deliver returns the market can actually see, and is a dip below $600 a buying opportunity?

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