META
Meta Platforms, Inc. - Class A Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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META Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
META dip looks oddly similar to Mar 26, 2025 dip.. If it copies it then another 20% downside..
META dip looks oddly similar to Mar 26, 2025 dip.. If it copies it then another 20% downside..
Full port META or NVDA ? Which is better
Full port META or NVDA ? Which is better
Can meta please tag along with goog!
Can meta please tag along with goog!
I feel AD-TECH will be the next sector to boom with AI. $META , $RDDT ( META JUNIOR), $TTD and ...
I feel AD-TECH will be the next sector to boom with AI. $META , $RDDT ( META JUNIOR), $TTD and $GOOG
Need some news to pop META 3% after hours..
Need some news to pop META 3% after hours..
Tomorrow is gonna be a weird day, probably only GOOGL META AVGO green
Tomorrow is gonna be a weird day, probably only GOOGL META AVGO green
META GIVING ME A HARD ON TODAY
META GIVING ME A HARD ON TODAY
Google uses AVGO for developing its chips. Meta announced they will use Google's TPUs for its datac...
Google uses AVGO for developing its chips. Meta announced they will use Google's TPUs for its datacenter from 2027.
I need Meta to start dominating like Google. Just bot a shit load of leaps.
I need Meta to start dominating like Google. Just bot a shit load of leaps.
I think it's dropping because of the talks between Google and Meta on a chip deal.
I think it's dropping because of the talks between Google and Meta on a chip deal.
My high conviction trade of the year: Full ported into META calls (looking good on both ends: technical and fundamental)
TLDR: Macro: Risk on sentiment + rate cut buy the rumor repricing + end of year FOMO/FOMU trade Technical: price reclaiming 600s and hitting EMA + crypto/small cap rally hints a good possibility that market is risk on again. Fundamentals: METAβs valuation now might be considered expensive in a bear market, BUT itβs a bull market now and META is CHEAP! And position and trade plan at bottom. βββββββββββββββββββββ- Buying into strength today as META has reclaimed the 600 level and touching EMA. Market sentiment is also recovering as we are getting back to risk on. (Crypto and small cap rally is a good indicator) On top of that the rate cut sentiment is coming on again. With the fed in trumps hands, itβs really unlikely that a cut wonβt happen so I definitely will buy into a fed cut induced rally (and my prediction is this rally will continue into fomc week with a sell the news event following the cut & market end off the year with a rally). This makes me believe that the year end FOMO and FOMU trade is back on again. Where portfolio managers go long on mag 7 or AI names that are underperforming ytd with hopes of a catch up trade. Fundamentally, META is not cheap but certainly not expensive here: EV to EBITDA: sub 15x (itβs almost half as cheap as GOOG here - I agree GOOG is a much better business but 50% discount in a bull market riding the AI secular trend? I call this deep fucking value) also, META trades at 35x FCF. This may seem expensive if you are value investor. But again, we are in a bull market (so story drives price growth, not valuations) plus META has the first mover advantage in the AI secular trend and is still founder led. So Iβd argue they deserve a premium and I say this valuation is more than justified here. And letβs compare other mag 7: GOOG 53x FCF, MSFT 45x FCF, AMZN 232x FCF, NVDA 58x FCF. So yeah itβs deep fucking value here. Price Target: If we are being conservative here and have META touch its previous valuation highs of ~42x FCF, the price will be $725. (A 20% upside) PE ratio is pointless as different companies have different capital structures plus it doesnβt work on high growth names so I just look at EV EBITDA and P to FCF instead. Position & Game plan: 2026 April $700 call a few METU calls across different accounts with May 2026 expirations. As my modest target price is $725, Iβll be writing month out covered calls with strike above my target to offset some theta and lower my cost basis. As for take profit and exits, I will exit around late Jan - mid Fed to avoid theta decay acceleration. If META goes above $700, I will monitor the position closely and exit the trade as soon as day candle breaks below EMA. Stop loss: Iβll exit if META breaks below 570, in which case Iβll wait for April lows and then get back in again.
Its funny how this works, META said theyll spend 2 billion more this year and maybe 10-20 more next ...
Its funny how this works, META said theyll spend 2 billion more this year and maybe 10-20 more next and lost 400 Billion of marketcap
Because that's silly lol it's GOOGLE. My dumbass full ported into META after it got raped by earning...
Because that's silly lol it's GOOGLE. My dumbass full ported into META after it got raped by earnings. Then it kept getting pushed into the bed and told to bite the pillow for lube. Thank god I'm only retarded enough to put $10k into my dick around Robinhood account
Glad I sold out NVDA at 182 three days ago; now it is following the path of META.
Glad I sold out NVDA at 182 three days ago; now it is following the path of META.
As both a Meta and Google holder, my dream scenario is that Meta stops setting money on fire on bull...
As both a Meta and Google holder, my dream scenario is that Meta stops setting money on fire on bullshit (big ask I know) and just uses Gemini as their AI, and then both will soar 30% on the news
Sell meta calls. Sell GOOG puts. Canβt go tits up.
Sell meta calls. Sell GOOG puts. Canβt go tits up.
Completely different. That story is Meta buying cloud capacity. This one is buying chips.
Completely different. That story is Meta buying cloud capacity. This one is buying chips.
My friend said he wants to short meta and use the proceeds to long goog, how bad of an idea could th...
My friend said he wants to short meta and use the proceeds to long goog, how bad of an idea could this be?
Google meta news
> BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth bil...
> BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth billions, as per The Information. hahaha so META is going to re-write code in JAX or lose a bunch of performance optimizations from using the newest NVDA chips? crazy bearish for the AI bubble.
I swear if META gets to $700 this week because of this βrumorβ then Iβll die a happy man
I swear if META gets to $700 this week because of this βrumorβ then Iβll die a happy man
Is this $META / $GOOG old news from back in August? I swear to fuck, "The DisInformation" is just re...
Is this $META / $GOOG old news from back in August? I swear to fuck, "The DisInformation" is just rehashing old shit to cause headlines. https://www.cnbc.com/2025/08/21/google-scores-six-year-meta-cloud-deal-worth-over-10-billion.html
The googl meta thing isnβt as bad as people are making it out to be Googl wouldnβt even supply met...
The googl meta thing isnβt as bad as people are making it out to be Googl wouldnβt even supply meta till 2027 and meta hasnβt cancelled NVDA orders
Google pulls meta away from NVDA to spend their gpu money on them. Market: letβs send them all to g...
Google pulls meta away from NVDA to spend their gpu money on them. Market: letβs send them all to green.
META?
Donβt you think the market makers wouldβve known about this GOOGL META shit though
Donβt you think the market makers wouldβve known about this GOOGL META shit though
rumors META wants to buy their TPU's. Broadcom should be mooning off this too
rumors META wants to buy their TPU's. Broadcom should be mooning off this too
Amzn, twtr, lnkd, meta, nvda, shopβ¦..I could go on and onβ¦..the greatest growth stocks in history al...
Amzn, twtr, lnkd, meta, nvda, shopβ¦..I could go on and onβ¦..the greatest growth stocks in history all had insanely high p/s that were later justified. Tech industry disrupters. Go back to your ETFs and enjoy being middle class the rest of your life. Which is worse than being poor
Right. But that's what I'm saying lol. Meta sold off in too much capex, and this last couple weeks, ...
Right. But that's what I'm saying lol. Meta sold off in too much capex, and this last couple weeks, the speculation is that the market is selling off due to uncontrolled AI spend with no profits to show for it. It's just funny to me how fickle this shit is
100% chance Meta will make a statement tomorrow saying they're still going to buy assloads of Nvidia...
100% chance Meta will make a statement tomorrow saying they're still going to buy assloads of Nvidia chips
Because tpus donβt take away metas need for Nvidia gpu or any companies for that matter . Wait till ...
Because tpus donβt take away metas need for Nvidia gpu or any companies for that matter . Wait till you find out how much Nvidia meta still buys and is contracted to buy
The worst part is selling all your meta leaps to buy nvda calls two weeks ago, only for them both to...
The worst part is selling all your meta leaps to buy nvda calls two weeks ago, only for them both to betray me like this today smh
Exactly, Jensen himself asked them to increase capacity If my favourite hardware store has run out...
Exactly, Jensen himself asked them to increase capacity If my favourite hardware store has run out of parts because of demand then im going to buy substitutes elsewhere to finish my builds Iβm still buying from the original store once back in stock because of quality Would be different if I cancelled future orders, people are acting like NVDA loses revenue immediately, the article states googl would look to supply the tpus to meta in 2027
Bought META
$META IS REPORTEDLY IN ADVANCED TALKS TO DEPLOY $GOOGLE TPUS ACROSS ITS DATA CENTERS IN A DEAL THAT ...
$META IS REPORTEDLY IN ADVANCED TALKS TO DEPLOY $GOOGLE TPUS ACROSS ITS DATA CENTERS IN A DEAL THAT COULD BE WORTH BILLIONS. Lol how is it fake. Avgo is up bc they make tpu
meta losing me money on meta and nvda
meta losing me money on meta and nvda
Guys are so retarded Googl wouldnβt supply meta those tpus till 2027 (stated in article) Demand i...
Guys are so retarded Googl wouldnβt supply meta those tpus till 2027 (stated in article) Demand is so much right now, NVDA order book is full so these data centres plans are spending ontop of what they originally planned + having to get hardware elsewhere too to meet demand Would be different if NVDA orders were cancelled (My calls are fokd)
If you missed the goog pump, you can still get in on meta relatively cheap
If you missed the goog pump, you can still get in on meta relatively cheap
after selling goog leaps, adding to nvda position -> new anthropic model -> rumor of goog&meta tpu d...
after selling goog leaps, adding to nvda position -> new anthropic model -> rumor of goog&meta tpu deal
META using GOOG TPUs is super bearish for NVDA and SMH
META using GOOG TPUs is super bearish for NVDA and SMH
META wasn't happy just fucking me up with calls, it had to destroy my AMD ones too
META wasn't happy just fucking me up with calls, it had to destroy my AMD ones too
The hyperscalar CEOs are NOT going to piss off Jensen / $NVDA, or else any allocation they get goes ...
The hyperscalar CEOs are NOT going to piss off Jensen / $NVDA, or else any allocation they get goes right to the back of the line. Remember it was earlier reported in Sept 2005 that $AMZN/$GOOG tell Jensen in advance of public announcements about their in-house AI chip developments because they don't want to surprise him. No clue what $META is thinking about TPUs, or even the "DisInformation" article is true, but if Zuck was spending NBA salaries to hire glorified data labelers, it's probably not prudent.
Meta google deal
The report further notes that Meta is currently in talks with Google about spending billions of doll...
The report further notes that Meta is currently in talks with Google about spending billions of dollars to use TPUs in its data centers as soon as 2027.
Google vs NVDAs for processors Google vs Tesla for Robotics/Robotaxis Google vs Apple for Phones ...
Google vs NVDAs for processors Google vs Tesla for Robotics/Robotaxis Google vs Apple for Phones Google vs OpenAI/Anthropic for Chatbots Google vs Meta for Ads
META dumps because their AI capex is too high, but whatever they're buying gets pumped because that'...
META dumps because their AI capex is too high, but whatever they're buying gets pumped because that's the economy now.
With the META news we got, wouldnβt surprise me.
With the META news we got, wouldnβt surprise me.
Meta buying GOOG chips instead
Meta buying GOOG chips instead
This is why you buy the CIRCLE. Money flows from META to GOOGL instead of NVDA? No problem, it's o...
This is why you buy the CIRCLE. Money flows from META to GOOGL instead of NVDA? No problem, it's only a fund transfer within the circle.
I don't think traders are going to celebrate Meta spending billions with Google. Meta's spending is...
I don't think traders are going to celebrate Meta spending billions with Google. Meta's spending is a big part of the concern and why their stock tanked.