JamboElephant

[JamboElephant @Sinner7z]

@jzrdan Doesn’t really matter, regulators won’t approve too. And the scrutiny over teens addiction snap is the worst. Teens in the Us mainly on TikTok and snap.

[JamboElephant @Sinner7z]

@HowardTurnerGoS @ariaradnia True.

[JamboElephant @Sinner7z]

@ariaradnia I know all about the MRO, they are'nt the only player there. Theres companies like TATT/FTAI and more. there is still boom and bust on the engine sales themself that is the core revenue for them.

[JamboElephant @Sinner7z]

@ariaradnia Join in!

[JamboElephant @Sinner7z]

@oguzerkan They will maybe get 20B$.

[JamboElephant @Sinner7z]

@WillBiddy_ Expensive.

[JamboElephant @Sinner7z]

@WillBiddy_ Meta isn't Apple it's just a side hobby that Zuck really likes. Moat in hardware products is something very very rare. Analysts estimates that next year the loss from Reality Labs will reduce to 13B, still a lot of cash burn.

[Joseph Carlson @joecarlsonshow]

So meta is being sued for being "too addicting".

Question, what is the right amount of addicting?

If a good movie is 3 hours long, is that too much, should the government put a cap on movie length to 2 hours and 45 minutes? If you play a video game for 4 hours, should the government step in on that too for teens?

I'm just wondering where exactly Meta magically crossed the line in going from being an engaging and entertaining product people want to keep using to a "too" addicting product where the government decides to pull them back.

What is the legally accepted amount of 'addictiveness' in this case? Anyone care to explain where that arbitrary line should be drawn?

[JamboElephant @Sinner7z]

@amitisinvesting Bruh is a pro.

[JamboElephant @Sinner7z]

@TrackNetWorth @VJNCapital US analysts don’t care about WhatsApp sadly. But it will be shown more and more in the earnings reports.

[JamboElephant @Sinner7z]

@ariaradnia Any ad play is cheap atm. Meta, Reddit, Applovin, 💀

[JamboElephant @Sinner7z]

@MarioXBT88 It’s going there 🎯

[JamboElephant @Sinner7z]

Over the last year, Target expanded from a cheap ~10x multiple up to 20, while Walmart trimmed down from its 46x peak back to ~40. Deep value gets re-rated, premium growth cools off—the market always finds its equilibrium.
$TGT $WMT

[JamboElephant @Sinner7z]

I would go with Netflix if that is you’re intention. While Spotify is great company and I’m a heavy user too, Netflix financial are superior. Spotify has high sbc and decent competition with Apple and YouTube. Netflix can monetize ads better and just keep flowing share buybacks that has real impact on eps. While Spotify buybacks are there to manage the sbc.

[JamboElephant @Sinner7z]

@alexandr_wang @vasuman When are we getting Capcity leasing to antrophic deal. ??