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
0mins
Should l Buy META?
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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy META?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 644.780
Low
655.15
Averages
824.71
High
1117
Current: 644.780
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.
Bill Ackman Takes Large Position in Meta Platforms
- Large Investment: Bill Ackman took a significant position in Meta Platforms worth approximately $1.8 billion in Q4 2023, making it his fifth-largest holding, which reflects strong confidence in the company's future.
- Optimistic AI Investment: Ackman described Meta as 'deeply discounted,' believing its robust balance sheet and core business enable aggressive investments in data center infrastructure and talent, thereby enhancing its competitive edge in AI.
- Accelerated Revenue Growth: Meta's revenue growth accelerated to 24% in Q4 2022, driven by an 18% increase in ad impressions and a 6% rise in ad prices, indicating strong returns on its AI investments.
- Future Growth Potential: Meta projects continued revenue growth acceleration in Q1 2023, with estimates between 26% and 34%, while advertising opportunities on WhatsApp and Threads platforms present significant future growth prospects.
See More
Enbridge's Sustained Growth and Dividend Potential
- Dividend Track Record: Enbridge has increased its dividend for 31 consecutive years and achieved its annual financial guidance for 20 years, demonstrating its stable financial performance and strong cash flow support.
- Capital Project Expansion: The company placed CA$5 billion ($3.7 billion) of growth capital projects into service last year, driving a 4% increase in cash flow per share and a 3% dividend increase, laying the groundwork for future earnings growth.
- New Project Approvals: Enbridge sanctioned CA$14 billion ($10.2 billion) in new expansion projects through 2025, including major pipeline optimization and renewable energy investments, which are expected to enhance its competitive position in the market.
- Long-Term Growth Outlook: The company anticipates pursuing over CA$50 billion ($36.5 billion) in potential projects by 2030, with expected cash flow growth accelerating to 5% annually, supporting continued dividend growth.
See More
Enbridge Expands Growth Project Backlog Significantly
- Project Expansion Achievement: Enbridge placed CA$5 billion (US$3.7 billion) of growth capital projects into commercial service last year, driving a 4% increase in cash flow per share, which facilitated a 3% dividend increase, showcasing its robust profitability and ongoing dividend growth potential.
- Future Growth Potential: The company sanctioned CA$14 billion (US$10.2 billion) of new expansion projects through 2025, further enhancing its project backlog, with expectations of CA$39 billion (US$28.5 billion) of projects entering commercial service by 2033, ensuring sustainable long-term growth.
- Diverse Project Portfolio: Enbridge is currently pursuing potential projects valued at over CA$50 billion (US$36.5 billion) across its core franchises, including liquids pipelines, gas transmission, distribution, and renewable energy, demonstrating its broad positioning and growth opportunities in the energy market.
- Dividend and Earnings Outlook: The company anticipates an acceleration in cash flow per share growth to around 5% annually starting in 2026, which will support dividend growth of up to 5% per year, and with a 5.5% dividend yield, Enbridge offers investors significant long-term return potential.
See More
Top Investment Choices in AI Giants
- Massive User Base: In July 2023, Alphabet CEO Sundar Pichai revealed that the company has 15 products serving half a billion users each and six products serving over 2 billion users, showcasing its strong global market influence and user retention.
- Surging Daily Active Users: Meta Platforms reported 3.58 billion daily active users in Q4 2025, further solidifying its dominance in the social media space and driving continuous growth in advertising revenue.
- Strong Financial Position: As of December 31, 2025, Alphabet and Meta held $126.8 billion and $81.6 billion in cash and marketable securities, respectively, with robust cash flows supporting their significant strategic investments in artificial intelligence.
- Capital Expenditure Plans: Both companies plan to invest between $290 billion and $320 billion in capital expenditures in 2026 to enhance computing capacity and technical infrastructure, ensuring they maintain a competitive edge in the rapidly evolving AI market.
See More
Druckenmiller Sells Nvidia Shares, Increases Alphabet Holdings
- Investment Strategy Shift: Stanley Druckenmiller sold all his Nvidia (NVDA) shares in 2024, considering the stock overvalued, yet expressed regret over this decision, indicating his keen insight into market dynamics.
- Significant Valuation Change: Nvidia's price-to-earnings ratio has dropped from 48x in 2024 to about 24x now, reflecting a market reassessment of its future growth, potentially providing investors with a more attractive entry point.
- Increased Alphabet Holdings: Druckenmiller raised his stake in Alphabet by 276%, now owning 385,000 shares, which constitutes 2.6% of his portfolio, demonstrating his confidence in the company's potential in the AI sector.
- Strong Cloud Business Growth: Alphabet's Google Cloud saw a 48% revenue increase in the latest quarter, exceeding $17 billion, indicating sustained demand for AI infrastructure and solutions, which may yield long-term returns for Druckenmiller's investment.
See More
Druckenmiller Sells Nvidia Shares, Eyes Alphabet
- Druckenmiller's Investment Strategy: Stanley Druckenmiller sold all his Nvidia (NASDAQ: NVDA) shares in 2024, although he indicated he would consider buying again at the right price, reflecting his cautious stance on current market valuations.
- Nvidia Valuation Shift: Nvidia's price-to-earnings ratio has dropped from 48x in 2024 to about 24x now, indicating a market recalibration of growth expectations, which may present a re-entry opportunity for investors.
- Increased Alphabet Holdings: Druckenmiller boosted his Alphabet (NASDAQ: GOOGL) stake by 276% in Q4, now owning 385,000 shares, which constitutes 2.6% of his portfolio, suggesting optimism about the company's potential in the AI sector.
- AI Market Outlook: With the AI market projected to reach trillions in the coming years, Druckenmiller's investment choices may reflect confidence in the sustained demand for AI infrastructure and solutions.
See More
Bill Ackman Takes Large Position in Meta Platforms
- Large Investment: Bill Ackman took a significant position in Meta Platforms worth approximately $1.8 billion in Q4 2023, making it his fifth-largest holding, which reflects strong confidence in the company's future.
- Optimistic AI Investment: Ackman described Meta as 'deeply discounted,' believing its robust balance sheet and core business enable aggressive investments in data center infrastructure and talent, thereby enhancing its competitive edge in AI.
- Accelerated Revenue Growth: Meta's revenue growth accelerated to 24% in Q4 2022, driven by an 18% increase in ad impressions and a 6% rise in ad prices, indicating strong returns on its AI investments.
- Future Growth Potential: Meta projects continued revenue growth acceleration in Q1 2023, with estimates between 26% and 34%, while advertising opportunities on WhatsApp and Threads platforms present significant future growth prospects.
See More
Enbridge's Sustained Growth and Dividend Potential
- Dividend Track Record: Enbridge has increased its dividend for 31 consecutive years and achieved its annual financial guidance for 20 years, demonstrating its stable financial performance and strong cash flow support.
- Capital Project Expansion: The company placed CA$5 billion ($3.7 billion) of growth capital projects into service last year, driving a 4% increase in cash flow per share and a 3% dividend increase, laying the groundwork for future earnings growth.
- New Project Approvals: Enbridge sanctioned CA$14 billion ($10.2 billion) in new expansion projects through 2025, including major pipeline optimization and renewable energy investments, which are expected to enhance its competitive position in the market.
- Long-Term Growth Outlook: The company anticipates pursuing over CA$50 billion ($36.5 billion) in potential projects by 2030, with expected cash flow growth accelerating to 5% annually, supporting continued dividend growth.
See More
Enbridge Expands Growth Project Backlog Significantly
- Project Expansion Achievement: Enbridge placed CA$5 billion (US$3.7 billion) of growth capital projects into commercial service last year, driving a 4% increase in cash flow per share, which facilitated a 3% dividend increase, showcasing its robust profitability and ongoing dividend growth potential.
- Future Growth Potential: The company sanctioned CA$14 billion (US$10.2 billion) of new expansion projects through 2025, further enhancing its project backlog, with expectations of CA$39 billion (US$28.5 billion) of projects entering commercial service by 2033, ensuring sustainable long-term growth.
- Diverse Project Portfolio: Enbridge is currently pursuing potential projects valued at over CA$50 billion (US$36.5 billion) across its core franchises, including liquids pipelines, gas transmission, distribution, and renewable energy, demonstrating its broad positioning and growth opportunities in the energy market.
- Dividend and Earnings Outlook: The company anticipates an acceleration in cash flow per share growth to around 5% annually starting in 2026, which will support dividend growth of up to 5% per year, and with a 5.5% dividend yield, Enbridge offers investors significant long-term return potential.
See More
Top Investment Choices in AI Giants
- Massive User Base: In July 2023, Alphabet CEO Sundar Pichai revealed that the company has 15 products serving half a billion users each and six products serving over 2 billion users, showcasing its strong global market influence and user retention.
- Surging Daily Active Users: Meta Platforms reported 3.58 billion daily active users in Q4 2025, further solidifying its dominance in the social media space and driving continuous growth in advertising revenue.
- Strong Financial Position: As of December 31, 2025, Alphabet and Meta held $126.8 billion and $81.6 billion in cash and marketable securities, respectively, with robust cash flows supporting their significant strategic investments in artificial intelligence.
- Capital Expenditure Plans: Both companies plan to invest between $290 billion and $320 billion in capital expenditures in 2026 to enhance computing capacity and technical infrastructure, ensuring they maintain a competitive edge in the rapidly evolving AI market.
See More
Druckenmiller Sells Nvidia Shares, Increases Alphabet Holdings
- Investment Strategy Shift: Stanley Druckenmiller sold all his Nvidia (NVDA) shares in 2024, considering the stock overvalued, yet expressed regret over this decision, indicating his keen insight into market dynamics.
- Significant Valuation Change: Nvidia's price-to-earnings ratio has dropped from 48x in 2024 to about 24x now, reflecting a market reassessment of its future growth, potentially providing investors with a more attractive entry point.
- Increased Alphabet Holdings: Druckenmiller raised his stake in Alphabet by 276%, now owning 385,000 shares, which constitutes 2.6% of his portfolio, demonstrating his confidence in the company's potential in the AI sector.
- Strong Cloud Business Growth: Alphabet's Google Cloud saw a 48% revenue increase in the latest quarter, exceeding $17 billion, indicating sustained demand for AI infrastructure and solutions, which may yield long-term returns for Druckenmiller's investment.
See More
Druckenmiller Sells Nvidia Shares, Eyes Alphabet
- Druckenmiller's Investment Strategy: Stanley Druckenmiller sold all his Nvidia (NASDAQ: NVDA) shares in 2024, although he indicated he would consider buying again at the right price, reflecting his cautious stance on current market valuations.
- Nvidia Valuation Shift: Nvidia's price-to-earnings ratio has dropped from 48x in 2024 to about 24x now, indicating a market recalibration of growth expectations, which may present a re-entry opportunity for investors.
- Increased Alphabet Holdings: Druckenmiller boosted his Alphabet (NASDAQ: GOOGL) stake by 276% in Q4, now owning 385,000 shares, which constitutes 2.6% of his portfolio, suggesting optimism about the company's potential in the AI sector.
- AI Market Outlook: With the AI market projected to reach trillions in the coming years, Druckenmiller's investment choices may reflect confidence in the sustained demand for AI infrastructure and solutions.
See More
