Junius Ketter

[Junius Ketter @devildogjunius]

@straightcash385 @evrgn11112231 And it will come right back 1 Quarterly earning report later. Just stating the obvious.

[Junius Ketter @devildogjunius]

@CFlittard1905 @amitisinvesting That says more about your social circle or status than Facebook (3 billion MAU).

[Junius Ketter @devildogjunius]

@AlexInCyber @StockSavvyShay Sit there and cry while they make billions 😂

[Junius Ketter @devildogjunius]

@rdd147 That’s what happens when everyone is Vibe-investing instead of actually investing. I think wall street have zero clue what’s going on in the AI space anymore. They just insane multiple base on the vibe at the moment. Sad.

[Junius Ketter @devildogjunius]

@The_AI_Investor Wall Street as a whole doesn’t know what the hell is going on. At this point everything is just vibe-investing now 😂

[Junius Ketter @devildogjunius]

@CCSO228 @prevalou @FirstSquawk Well that’s a weak statement. So only cloud companies can make money from AI? Go do some real research on AI monetization instead just giving that “Meta has no cloud services” response.

[Junius Ketter @devildogjunius]

@rjerue @FirstSquawk Why do you think they are aggressively scaling the META Glasses? Meta wants to own its hardware layer to monetize AI at scale so companies like Apple don’t just block them out overnight like Apple did in 2022 when they lost tens of billions in revenue. Let’s see 5 years from now.

[Junius Ketter @devildogjunius]

@13F_Pro @FirstSquawk Yeah, the 33% revenue growth last quarter from a 42B base just magically showed up when investors forecast was 20%. You’re so smarter than Zuck.

[Junius Ketter @devildogjunius]

@thesisfinder @CAmukeshbhagat @PolymarketMoney That’s how I know you’re reading only headlines. That Q2 profit isn’t real profit. Do a thorough research.

[Junius Ketter @devildogjunius]

@danielisdizzy The crazy part is that $243B is conservative. $META ads revenue will most likely come in at north of $250B this year.

[Junius Ketter @devildogjunius]

@stephenehorn If you’re lazy or entitled enough to let an immigrant take your job or a company choose them over you the risk is on you. Work harder and stop feeling entitled.

[Junius Ketter @devildogjunius]

@spluscollective What are you even talking about? Thread and TikTok aren’t even in the same business. Your analogy is so wrong.

[Junius Ketter @devildogjunius]

@nancymarie1000 It’s crazy how all these overpaid tech workers are complaining because they got laid off. It’s simple…if a company can pay an Asian worker less for doing the same or better job than you, they’ll take them over you. Work harder and stop being entitled.

[Junius Ketter @devildogjunius]

@mktrtard420 @DudeWhoInvests Umm…Thread actually already passed Twitter (X) in monthly active users, my guy. Try again.

[Junius Ketter @devildogjunius]

@JRLV_Inc @Cernovich Doesn’t matter. A company has the right to hire and fire or layoff employees just as the employees have the right to quit. Don’t like it, go start a company.

[Junius Ketter @devildogjunius]

@Polymarket It’s crazy how people are acting like $META is the only company to layoff employees ever. Everyone just hates Zuck no matter what he does.

[Junius Ketter @devildogjunius]

@PostyF1 @LongGameEquity Let me help you:
$META
Facebook
Instagram
WhatsApp
Thread
Muse Spark
Instant
MTIA
META AI Glasses
50% of Scale AI
Meta Compute

***All trading at a discount of 19X forward PE and 15X 2027 PE***

[Junius Ketter @devildogjunius]

@garg_sau @LongGameEquity Cloud is a low margin business. Meta has so much more ways to monetize AI and they’re barely getting started with the monetization of WhatsApp, Thread, Business AI, Agentic e-commerce, and ramping up their AI LLM products. The AI glasses are also added bonus. Trading at 18 PE.

[Junius Ketter @devildogjunius]

@bettercallsalva @scaling01 That statement right there is how I know that you aren’t following $META or the AI race at all. Zuck literally said last week that they need all the compute they can get. They also have a new competitive SOTA model called Muse Spark powering Meta apps. They are not XAI my dude.