$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ SNAP understood from day one that what Meta was doing wasn't great. That's why when you open Snapchat it goes straight to the camera, then encourages the core use case of messaging people you actually want to talk to directly. Not landing on an endless divisive feed full of misinformation. Snap then kept going with stories that disappear, rather than staying there and dragging on. Meta and its investors thought Snap was just a feature to copy. Clearly not. People want a break from Meta and the ideas it supports.
$Meta Platforms, Inc.(META)$ Still holding up well with a higher close than the prior session, and still trading above the 9ma. That doesn't look like bearish price action to me.
$Meta Platforms, Inc.(META)$ Meta basically said the same thing as Microsoft on expenditures, they just messed up the explanation. Still, the stock shouldn't be down this much.
$Meta Platforms, Inc.(META)$ If Zuck comes out and says something about AI and shifts the focus toward maximizing profits for shareholders, the stock could really take off.
$Meta Platforms, Inc.(META)$ Something feels off this time around. Last earnings, everyone was bullish, calling for $700+, then the capex surprise hit and the stock dropped $70 just like that. Now, going into this earnings, the mood has completely flipped — people are talking about $500 to $550. It might actually play out that way, or Wall Street could have a little surprise of its own and push it back toward $650. Since 2022, META hasn't had two straight quarters of heavy post-earnings drops. What if capex stays flat and revenue keeps pouring in? What if leasing and AI revenue come through as positives? The retail crowd seems overly bearish here, and we know how that usually ends. Same pattern as NVDA — Q1 ret
$Netflix(NFLX)$ Posting a bullish comment just because it feels ridiculous at this point. Yesterday sentiment was at 80% and today it's bearish under 50%. From where I stand, the comments themselves don't seem any different. Make up your mind, Stocktwits.