Everything on Technology & Capital Allocation

Meta’s aggressive infrastructure expansion in Texas has ballooned to $10B, pressuring short-term profitability despite an improved P/E ratio of ~18, warranting caution until capital efficiency is proven.

Impact: Excessive capex without near-term ROI visibility may erode shareholder value, making valuation metrics alone insufficient for entry timing.

— from Navigating Market Volatility: BASF, 3i Group & Unilever Analysis · Aktien fürs Leben· Apr 01, 2026