Peter Thiel Cautions That Capitalism Crisis is Driving Millennials Toward Socialism Following Mamdani's Victory in NYC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 09 2025
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Source: Benzinga
Peter Thiel's Warnings: Following the election of democratic socialist Zohran Mamdani as NYC mayor, Peter Thiel expressed concerns about generational economic conflict, attributing young Americans' shift towards socialism to housing affordability issues.
Viral Email Resurfaced: A 2020 email from Thiel to Mark Zuckerberg and Marc Andreessen gained attention, highlighting that 70% of Millennials identify as pro-socialist, prompting a need for better understanding rather than dismissal.
Housing Crisis and Political Shift: Thiel criticized zoning regulations that benefit older generations while making housing unaffordable for millennials, suggesting that disillusionment with capitalism is driving young people towards leftist economic views.
Predictions of 'Old People's Socialism': Thiel predicted that any socialist changes would be driven by older generations, focusing on issues like free healthcare, rather than a youth-led revolution, due to the aging population in America.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 824.71 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 716.500
Low
655.15
Averages
824.71
High
1117
Current: 716.500
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Meta Increases AI Investment Significantly
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- Significant Capital Expenditure Increase: The company's capital expenditures reached $72 billion in 2025, surpassing initial forecasts of $60 billion to $65 billion, primarily allocated for data centers, servers, and chips to support AI development, reflecting Meta's commitment to AI investment.
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- Healthy Cash Flow Position: Despite generating $44 billion in free cash flow in 2025, indicating strong profitability, analysts express concerns regarding whether such high spending will yield proportional returns, urging investors to carefully evaluate future investment decisions.
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- Strong Performance: Meta's Q4 revenue surged 24% year-over-year to $59.9 billion, exceeding analyst expectations of $58.6 billion, while adjusted EPS rose 11% to $8.88, indicating robust core business performance.
- Advertising Revenue Growth: Advertising revenue also increased by 24% to $58.1 billion, driven by an 18% rise in ad impressions and a 6% increase in average ad prices, demonstrating Meta's sustained competitiveness in the advertising market.
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