Meta: Hated Again, And That's An Opportunity

Bashar Issa7.22K FollowersFollow5ShareSavePlay(11min)Comments(2)SummaryMeta Platforms, Inc. faces criticism over heavy AI and infrastructure investments.Recent Q4 '25 results highlight scrutiny on whether AI spending is driving core business growth.The investment thesis centers on evaluating if META's capital allocation enhances long-term shareholder value.Assessment of AI's impact on Meta's core business remains a key focus for future performance. AI Apps Getty Images Investment Thesis Meta Platforms, Inc. (META) shares are down 28% from their peak last August and are now officially in correction territory. There are three issues weighing down on the ticker: Geopolitical tensions, oil prices, and related This article was written byBashar Issa7.22K FollowersFollowBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.