$Meta Platforms, Inc.(META)$ Let the lawsuits come, then I can buy it cheaper. They always pull this. I pick it up cheap and make money as it runs back toward 650 or so. I've done it 7 times already.
There was a 3% drop recently because the news reported that $Meta Platforms, Inc.(META)$ was heading to court over their legal issues. Since then, the same story has been front and center across financial media, and the stock is reacting to it. I expect the same thing to get reprinted again going forward.
$Meta Platforms, Inc.(META)$ Z is so beaten down at this point that I think anything useful from them could trigger a quick pop from $20 to $40. It doesn't even need to be a full-blown turnaround — just saying something about a new revenue stream, monetization, or spending efficiency would probably be enough.
$Meta Platforms, Inc.(META)$ Maybe it is a bit twisted to frame it this way, but Meta already has one of the four addictions locked in: the short-form scrolling dopamine loop. Now they are going after the second one, gambling, with Meta Arena set to launch next year. That would make two out of four that are essentially certain. The next logical one would be the lust addiction, and I would not be surprised if Meta eventually buys OnlyFans or builds a copy of it. That gets you to three out of four. The only one they realistically cannot touch is physical drugs, but three out of four is still a very strong hand. A 1.5 trillion market cap looks like a joke against that kind of potential. If they execute on this roadmap, I think at least a 5 trill
$Meta Platforms, Inc.(META)$ So far this year Alphabet, Amazon, Meta, Microsoft, and Oracle have raised well over $150 billion combined through debt and equity sales to build data centers, fund new AI models, and support the wave of AI agents. Intel recently announced a $15 billion stock offering and later upsized it to $20 billion. Financial firms are now looking at the market from a different angle. Goldman Sachs CEO David Solomon mentioned that asset-based financing is starting to show up against this infrastructure buildout, and honestly that makes sense because these are real assets with real value. KKR's Waldemar Szlezak seems to share a similar view, seeing AI equipment picking up some familiar money-making characteristics.