Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTAlex SiroisFri, July 17, 2026 at 8:39 PM GMT+2 4 min readQuick ReadMeta earned $27 billion in net income last quarter while 3.56 billion daily users generated $32 billion in operating cash flow.META's Model API undercuts OpenAI by 75%, business AI conversations grew 10x this year, and partnership ads hit a $10 billion run rate.Reality Labs lost $4 billion in Q1 2026, but Meta's 71x interest coverage and P/E of 24 leave the bull thesis intact.Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.I keep hitting the buy button on Meta Platforms (NASDAQ:META), and I am not embarrassed to say the last add was this week. When a company earns $26.77 billion in net income in a single quarter while reaching 3.56 billion daily users, I stop looking for cleverer trades and start acting like an owner.Ja Crispy / Shutterstock.comThe pull, in human terms, is that Mark Zuckerberg has turned Meta into a company that prints cash from its Family of Apps while paying itself to build the next platform. Q1 2026 operating cash flow was $32.23 billion. That is the machine that funds everything else, and it is the reason I keep adding.Reason One: Structural Cost Efficiency in AI InfrastructureMeta is building its future in-house. The Hyperion data center in Louisiana is now projected to exceed $50 billion for a 5 GW facility, with over $1.6 billion in local contracts already awarded. Zuckerberg told analysts that "one of the primary goals of our Meta compute initiative is to lead the industry in efficiency of building compute, and we expect that will be a strategic advantage over time." The $125 to $145 billion 2026 capex range reads as scary until you notice $107 billion in new contractual commitments locking in supply through 2027.Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.Reason Two: Monetization Engines Beyond AdsThe core ad engine is still cranking. Ad impressions rose 19% year over year and average price per ad climbed 12%. That alone would justify my position. Then JPMorgan flagged that Meta's new Model API is priced 75% cheaper than OpenAI and Anthropic, described as Meta's first real step toward monetizing AI outside advertising. Business AI conversations grew from 1 million to 10 million weekly since the start of the year, and partnership ads reached a $10 billion annual run rate. Multiple new revenue vectors are stacking behind an ad business already growing at 33% year over year.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info