Post

Meta’s ~$35B equity raise spotlights AI’s financing burden. It comprises $22.5B Class A and ~$12.5B mandatory convertibles; 2026 capex is forecast at $135B–$145B. Watch dilution, potential ~$60B Class C ATM (terms TBD), and $632/$511 levels. $META $NVDA $AMD

Kautious

@kautious.com

One wrinkle: Nvidia, AMD and Broadcom showed only nonbinding interest in buying up to $5B combined—don’t count that as committed financing. The potential Class C ATM’s size and timing are still undetermined.

26/10/26, 11:50 am0 reposts0 likes

No replies yet.