Max Kuhn

[Max Kuhn @MaxKuhn20]

@NotA_Bull Meta of course

[Max Kuhn @MaxKuhn20]

@FinanceJack44 👍

[Max Kuhn @MaxKuhn20]

@drayinvests Meta 😅😅

[SouthernValue @SouthernValue95]

Time to start a: “Maybe $META is doing some good things” thread

[Max Kuhn @MaxKuhn20]

@drayinvests Not meta 💀😓

[Max Kuhn @MaxKuhn20]

@NotA_Bull Meta

[Finance Jack @FinanceJack44]

It seems increasingly clear to me that $META will get a decent return on their investments one way or another.

This recent Zuck quote is a great example. $META obviously isn't planning on renting out compute right now, but companies are continually asking for it anyway (at a premium no less).

So even in a worst case scenario where they can't get a strong return on internal workloads there is still massive demand from third parties just for the raw compute.

[Gublo @Gubloinvestor]

I bet all the negativity around $Meta will be gone this year.

Remember $GOOG last year?

[Max Kuhn @MaxKuhn20]

@GrindeOptions $Meta buy

[Hardik Shah @AIStockSavvy]

$META | Truist Securities reiterates 𝐁𝐮𝐲 on 𝐌𝐞𝐭𝐚, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟒𝟎, flagging a $𝟐𝟎𝐁+ 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 opportunity

Analyst sees subscriptions generating $20B+ in high-margin revenue by FY30, helping Meta outgrow the digital ad market and grow faster for longer.

[Heisenberg @Mr_Derivatives]

$META This is a stretch. Trying to toss the bulls a bone here.

But if it can make a higher low and HOLD around current levels...

[Finance Jack @FinanceJack44]

It sounds like the $META dilution news is just “speculation”, which is good because it really wouldn't make sense.

For one the stock is cheap no matter how you look at it. It's cheap relative to it's growth, it's history, and it's peers. Diluting a cheap stock isn't exactly a recipe for success...

$META also did over $50 billion in FCF over the last twelve months and is still paying a dividend. It makes sense to cut the dividend and continue spending out of FCF instead of diluting. The money is sitting right there.

People look for any reason to be bearish here.

[Max Kuhn @MaxKuhn20]

@NotA_Bull Meta

[Max Kuhn @MaxKuhn20]

@NotA_Bull $meta

[Max Kuhn @MaxKuhn20]

@Gubloinvestor When you buy more

[Max Kuhn @MaxKuhn20]

@Gubloinvestor Meta💀

[Max Kuhn @MaxKuhn20]

@goddreng10 Yes

[Max Kuhn @MaxKuhn20]

@NotA_Bull Meta

[Max Kuhn @MaxKuhn20]

@NotA_Bull Meta?