MET

Friday's selloff was largely just panic and margin calls and stop losses. … It's just war escalation fears before the mid terms.

Its revenue is tied entirely to the ad market - thats driven by consumer behavior, would be impacted severely in an economic down turn (impairing their debt repayment) and they have no other revenue streams. … Those forward contract commitments dont look so hot if your customers go bankrupt.

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

GOOG faceplanted, INTC faceplanted, AMZN faceplanted, META is not looking good either. … That alone is more than enough to carry everything into the fuckin dumpster, theres a lot of panic and draggin into the mud, no ticker looks safe tonight.

$175... My freaking dude... I don't think you're ever recouping your losses. … Worst case scenario it likely goes to $80.

Looks like other than META everyone else is fucked on advertising. GOOG just missed its advertising bigly.

Here is RDDT ER. Still growning, 0 debt, slight missed guidance. … No, but it doesn't have to be to be a good investment.

companies like Google, MSFT, META and so on are too big to fail at this point, they can afford a "kick in the nuts" every now and then, and recover fairly quickly. … nothing in this earning reports tells me that Google is failing as a business, the worst you can say is that they aren't growing as fast as people expected.

What is your definition of cheap? A cheap share price? Like less than $10? … They had two Q over Q revenue gains over 70% twice last year.

Management said their numbers met their expectations (they don't forecast anything). … The company with growing profits and profit margins (before mark to market), 25% revenue growth, and still dominant products (including search and media), is a buy or strong buy at anything near 20 PE forward, which it is.

This. I haven't lived to see such ridiculous accounting practiced as today. META, GOOG, AMZN are not making free cash flow. Negative in fact.

The best case scenario for them is META stock goes up and they get both the revenue plus the capital gains. … But at least for this one, a small equity stake for a large chunk of revenue with a company that has fairly robust non-AI revenue is probably a pretty safe bet.

MSFT is simply an AMZN with more risk in enterprise software and europe exposure. … META is great for the future, and I already have a large position.

I believe it already has for most of them. META, GOOG, AMZN and ORCL off course are all FCF negative.

GOOG beat them all to it. Sucked the stock dumped, but great business decision to raise the funds before META, MSFT, etc., dilute, and also prior to the big IPOs that'll siphon off liquidity.