Valerie Archibald
00:43

$Meta Platforms, Inc.(META)$ Meta is raising about 35 billion dollars in equity to fund the AI buildout, 22.5 billion in Class A stock and about 12.5 billion in mandatory convertible preferred. Capex this year is still guided at 135 to 145 billion dollars.

$NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$  and $Broadcom(AVGO)$  have indicated interest in buying up to 5 billion dollars of the Class A shares between them, nonbinding, same terms as everyone else. The suppliers selling Meta its compute are stepping up to fund their customer too.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • SimonTan91
    19:54
    SimonTan91
    Poor timing to be raising equity juncture. Meta should be raising equity when share price is above $700. Disappointing of Zuckerberg
  • TTM Investor
    20:30
    TTM Investor
    thanks for sharing this informative and detailed analysis! is everything that I needed! price targets and entry point listed in a easy to read format!
Leave a comment
2