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← @inversorperga

$META

BEARISH2026-10-03
Price around the call
↓ 2026-10-03
By horizonMaturing · ~6 trading days to go
1d
✓ -1.0%
5d
…
21d
…
Original post
Inversiones Pergamino · 2026-10-03

$META viene mostrando una aceleración muy fuerte en I+D. El gráfico refleja un salto desde la zona de USD 43.000 millones en 2024 a cerca de USD 57.000 millones en 2025. Hacia 2028, la estimación media apunta a USD 114,39 mil millones anuales, con un rango que va desde USD 88,81 mil millones hasta USD 144,06 mil millones. Y acá también vale la aclaración: hablamos de investigación y desarrollo, no del CAPEX destinado a infraestructura y data centers. En plena carrera por la IA, Meta está apostando fuerte no solo para sostener sus plataformas actuales, sino para desarrollar los productos, modelos y ecosistema que pueden definir su crecimiento futuro. Transformar esa inversión en adopción, ingresos y rentabilidad.

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