The author highlights a perceived market inconsistency where NVIDIA ($NVDA) is valued at $5T due to increased capex from companies like Meta ($META), yet Meta is punished for its own increased capex. While the author bought a small position in Meta at $659, they are not fully sold on establishing a larger position, citing concerns about Meta's debt-financed capex and the lack of clear AI ROI. Investors might consider this divergence in market reaction to capex spending when evaluating both NVIDIA and Meta.