Jose Najarro StocksANALYSTJul 9, 2026“META is extremely bullish — its new AI model API and chip production plans make the excess compute narrative unfounded, with capex set to possibly double next year.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
they did release museark 1.1 a strong aente coding model at a very low cost
they brought up their new meta model API and this is when Meta is now going to be able to sell their AI tokens
if Meta's models are now becoming extremely competitive, this story of a compute con a comput excess compute that Meta has, I think it's going to fly away and never be seen
Meta is to put their AI chip into production in September as it looks to double computing capacity
the firm expects to spend for $145 billion in AI infrastructure this year
The structured call
The receipt
Publish-day price $$631.48 · the claim is anchored to the moment it was said.