Looking at $Meta Platforms, Inc.(META)$  to start the week. The valuation still stands out a bit against the growth story in my view. Trading around a forward 2027 P/E of 15x with a consensus price target near $762, the market seems to be pricing in a lot of doubt around AI spending.

But the bigger picture is shifting. Recent results across the mega-cap tech space are showing that AI compute demand remains extremely strong, and the infrastructure buildout is creating real economic value.

The question isn't whether Meta is spending heavily on AI. It's whether those investments continue turning into stronger revenue growth, better efficiency, and higher long-term earnings power.

I'm watching how the market continues to value AI leaders as the numbers catch up with the narrative. Sometimes the opportunity appears when sentiment is still skeptical.