Reddit Stock Consensus
META Meta Platforms, Inc.
◆ Split · last 90 days · 7d · 30d · 90d
Bullish and bearish voices per day
Mentions per day
| Subreddit | Bullish | Bearish | Neutral | Split | Bullish share | Consensus |
|---|---|---|---|---|---|---|
| r/stocks | 4 | 7 | 26 |
| 36% | Leaning bearish |
| r/ValueInvesting | 5 | 4 | 12 |
| 56% | Split |
| r/wallstreetbets | 6 | 2 | 13 |
| 75% | Strongly bullish |
| r/StockMarket | 3 | 4 | 12 |
| 43% | Split |
| r/investing | 2 | 0 | 4 |
| 100% | Too few opinions |
▲ Bullish takes
Meta Capex Is Bullish: My Take on Buffett’s Investment Philosophy Meta is spending up to $145 billion on capex this year, and investors are worried. I think the market is getting this wrong. The Buffett idea that matters to me In his 1992 shareholder letter , Warren Buffett explained why a business that can put substan…
…ced out by other sectors) and load up on mega profitable “21st century companies”. I on paper lost 50k in META gains this month - don’t care, holding and buying more. Covered calls on some to generate some cash.
Meta stock split 2-1. New issuance of 1 newly created class C share for every class A and B. C shares will have no voting rights Earnings: The Board of Directors has approved the establishment of a new class of publicly listed, non-voting Class C common stock, with an effective date in January 2027. The approval by Met…
Meta diluting 100B to buy more NVDA and MU chips is bullish LMAO 🤌
This must be absolutely brutal for anyone who bought calls for IBM/TSLA/META, stopped watching AH and just woke up to this lmao.
Nasdaq futures down 1.8% as investors digest earnings from Meta and Tesla: Live updates U.S. equity futures slid early Thursday after investors digested third-quarter earnings from Big Tech names including Meta Platforms and Tesla. S&P 500 futures fell 1.02%, and Nasdaq-100 futures dropped 1.8%. Dow Jones Industrial Av…
▼ Bearish takes
Why would you ask for the loan in the first place if you believed the former thing? That makes zero sense. Do you see how that makes zero sense? ¿Cause you plan on shorting the shit out of your company?
The AI race from a technology standpoint is different than the market dynamics of current AI financing. The whole circular financing story is very real, and the risk that all this CapEx does not produce the projected financial productivity is very real. The issue is they're all locked in at this point - you HAVE to kee…
Worth noting that $60 billion of the total comes through an at-the-market program, so the dilution would arrive gradually rather than in one block. The chipmakers also being potential buyers makes this partly a customer-supplier arrangement, which complicates the usual read of a plain equity raise.
No, assuming the finance departments of the large hyperscalers would be taking on the risk to fund something when "They know the bubble is about to burst." is the stupidest thing. Now if we take that off the table, we can say "they are wrong about demand", but that would also be very stupid, because they understand the…
Meta up on 90b dilution
Earnings this week Why is everyone expecting Google, Amazon and Microsoft to dump after earnings? All three report this week, and a rally barely seems part of the conversation. People point to Meta dumping despite great earnings. But last quarter, Google reported first and dumped, yet Amazon and Microsoft still pumped,…