Meta Platforms (FB) 02 (Jun 22 - Dec 26)

[behappyalways]

It looks like $META’s depreciable life on its capital base ($210B at 6/30/25) was 11-12 years, as of the 2Q. If the true economic life on its GPU’s is actually 2-3 years, most of its “profits” are materially overstated.
https://x.com/RealJimChanos/status/1950690540095418561

[behappyalways]

How $META makes money
https://x.com/Mayhem4Markets/status/1951058911340990765


META Soars 10% To New All Time High After Smashing Estimates, Guiding Revenue, Capex Higher
https://www.zerohedge.com/markets/meta- ... pex-higher

[behappyalways]

Meta Found Guilty Of Eavesdropping On Period-Tracker App Users: Jury
https://www.zerohedge.com/political/met ... users-jury

[behappyalways]

Meta Artificially Inflated Ecommerce Ad Metrics, Former Employee Claims
https://www.zerohedge.com/technology/me ... yee-claims

[behappyalways]

Harvard students show Meta glasses can DOX ANYONE in seconds raising MASSIVE privacy and security concerns. -AZ
https://x.com/ExxAlerts/status/1964372904797478995


Zuck is just making it up as he goes
https://x.com/Mayhem4Markets/status/1964310669882237231

[winston]

vested

Meta stock sinks after tax hit weighs on earnings, company touts 'notably larger' AI investments in year ahead

by Daniel Howley

Meta (META) reported third quarter earnings beating expectations on revenue but falling short on earnings per share due to a one-time, tax-related charge and increased capital expenditures this year and in 2026 due to its AI buildout.

Meta is also putting its AI to work inside of its hardware products, including its Ray-Ban Meta smart glasses, Quest 3 headset, and newly announced Meta Ray-Ban Display glasses.

Source: Yahoo Finance

https://finance.yahoo.com/news/meta-sto ... 15549.html

[winston]

vested

DA Davidson Reiterates Buy on Meta, Maintains $825 Price Target

by Ghazal Ahmed

Meta will likely continue to outgrow Google’s advertising revenue. However, its growth may decelerate due to tougher comparisons, including election-related spending.

Source: Insider Monkey

https://finance.yahoo.com/news/da-david ... 20861.html

[winston]

vested

Stifel Reiterates a Buy on Meta Platforms (META), Keeps the PT US$900

by Talha Qureshi

Stifel believes continued Instagram strength to be one of the core drivers for the company’s performance.

Source: Insider Monkey

https://finance.yahoo.com/news/stifel-r ... 58371.html

[winston]

vested

Analyst Explains Why She Trimmed Her Meta Platforms (META) Stake – ‘It’s Prudent’

by Fahad Saleem

Most of the reason that we trim them is because they were so large as positions in our portfolios. So these are stocks that we’ve been overweight for years and that overweight has expanded and expanded.

It’s prudent to just reduce that when we look at just what’s happened with the market and also earnings growth is likely to slow somewhat.

Still going to be decent, but we’ve had such enormous gains in earnings over the last few quarters,” Firestone said.

With daily active users of about 3.48 billion, Meta’s huge edge in the AI race is the data and user base it has access to, which is extremely useful for ads targeting and monetization.

In 2024, digital advertising accounted for about 98% of the company’s total revenue. The business is thriving for now.

In the June quarter, price per ad rose 9% year over year, reflecting higher returns for advertisers and a favorable supply and demand balance for Meta.

Between 2014 and 2019, digital advertising rose about 20% annually, but growth is now expected to slow to 9% per year from 2025 through 2030.

Meta is expected to spend about $60 billion to $65 billion in 2025 on capital expenditures to expand its artificial intelligence infrastructure.

Source: Insider Monkey

https://finance.yahoo.com/news/analyst- ... 17492.html

[winston]

vested

Meta stock plunges more than 10% as analysts cut price targets on sky-high AI spending

by Daniel Howley

CEO Mark Zuckerberg summed up the spending plan as a means to keep up with the demand for AI but he said that if the company overbuilds, it can absorb the extra computing capacity in the future.

In a worst-case scenario where Meta builds too much capacity that goes unused, Zuckerberg said it would mean the company simply prebuilt what it will need in the future, though it would also have to contend with some losses and depreciation.

Meta reported yet another $4 billion loss related to its Reality Labs segment.

Source: Yahoo Finance

https://finance.yahoo.com/news/meta-sto ... 05940.html