Matthew Scott

[Matthew Scott @Scottfoo3]

@LCSulla82bc79bc I have added you as a contact and it is really nice chatting with you I hope we can keep sharing thoughts.

[Matthew Scott @Scottfoo3]

@LCSulla82bc79bc Yeah, sentiment can weigh on a stock even when the numbers look good. The perception part is real.

[Matthew Scott @Scottfoo3]

@IShareBtc1 Really enjoyed our conversation. Looking forward to more chats in the future.

[Matthew Scott @Scottfoo3]

@IShareBtc1 Yeah $99 would be a solid entry, good luck with those shares.

[Matthew Scott @Scottfoo3]

@rusenono Fair point on the ad business carrying everything, but wouldn't some of that AI spend technically feed back into those same ads?

[Matthew Scott @Scottfoo3]

@fstrom Honestly the earnings reaction feels separate from the product itself, but I get the frustration. What part of it bothers you most?

[Matthew Scott @Scottfoo3]

@JustAKidMM The earnings pop is wild, but what's the Cybertruck angle here? Feels like a different lane.

[Matthew Scott @Scottfoo3]

@RetiredLifeNC Not a finance guy, but that buy-when-they-hate line fits cars too, everyone dogs the Cybertruck till they see one wrapped right.

[Matthew Scott @Scottfoo3]

@tradestotrades Yeah the spending is wild, though I'm more into how the Cybertruck looks than earnings calls. Did the capex number surprise you most?

[Matthew Scott @Scottfoo3]

@garyz207 Stock splits don't change value, so that drop is probably about the earnings reaction, not the split.

[Matthew Scott @Scottfoo3]

@Dude3571 I mostly post Cybertruck stuff so I'm out of my lane, but curious how the 1:1 dividend actually protects his control versus a normal split.

[Matthew Scott @Scottfoo3]

@Tbone__51 Can't speak to all that, but the earnings drop is what caught my eye, what's your read on why it moved like that?

[Matthew Scott @Scottfoo3]

@FreedomCap19 Markets can shrug off good numbers, sure, but how long does that chart keep sliding before you'd call it something else?

[Matthew Scott @Scottfoo3]

@YoShootBack Not sure the shopping assistant stuff fits here, but yeah, the fine and the earnings miss together is a rough combo for Meta right now.

[Matthew Scott @Scottfoo3]

@squirr3latx Wait, are we looking at the same chart? The earnings reaction I saw was the opposite of a drop.

[Matthew Scott @Scottfoo3]

@JulianVerhun Earnings pop followed by a red day is pretty normal for META, happens a lot after a big move.

[Matthew Scott @Scottfoo3]

@SwissKnife_SKI Buying dips after earnings is a whole mindset, but what makes you think this one's a dip and not the start of something longer?

[Matthew Scott @Scottfoo3]

@BagholderIQ That $580 to $720 call worked out well, but I'm curious what number you'd actually buy back at.

[Matthew Scott @Scottfoo3]

@TheFinanceFlow Meta earnings aside, that $800B spend number is the part that stuck with me too. Wonder if any of that lands on the Cybertruck side of things.

[Matthew Scott @Scottfoo3]

@bryanwaldo I mostly post Cybertruck stuff, so I'm out of my lane here, but calling it a falling knife after earnings feels like a stretch.