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FB

+41 pts



$FB - Can META be a game changer?

By beat_the_street on Dec. 8, 2021, 7:30 p.m.
Tagged topics: Metaverse

Views: 26, Votes: 5, Responses: 1, Attachments: 1
FB , SNAP , RBLX , TTWO , EA , ATVI , WMG

+62 pts



The #metaverse will be the greatest transformation the world has seen, and blockchains and crypto will play a key role

By puckerman17 on Dec. 6, 2021, 12:47 p.m.
Tagged topics: Metaverse

Views: 178, Votes: 10, Responses: 3, Attachments: 1
SNAP , FB , GOOGL , PINS

+50 pts



$SNAP $FB $GOOGL $PINS - 3 bullish macro factors for online ads into 2022, but #IDFA headwinds & tough comps remain hurdles

By phenphen on Nov. 24, 2021, 4:51 p.m.
Tagged topics: digital advertising , 2022 outlook

Views: 161, Votes: 7, Responses: 1, Attachments: 1
MSFT , FB , AMZN , GOOGL , CRM , APO , ATH , BKNG , CZR , DELL , ESTC , FIVN , KKR , NFLX , NOW , TDG , UNH , WDAY , WSC

+58 pts



Hedge funds reshuffle their positions after record stretch of underperformance, $MSFT now the most popular long

By ethonomics on Nov. 22, 2021, 11:37 a.m.
Tagged topics: hedge funds

Views: 216, Votes: 15, Responses: 1, Attachments: 1
UBER , LYFT , SNAP , FB , AMZN , PTON , NFLX , SPOT , BKNG , EXPE

+61 pts



Compelling buys for 2022 - $UBER & $LYFT benefit from increased profitability, $SNAP & $FB benefit from "mean reversion"

By ethonomics on Nov. 17, 2021, 5:40 p.m.
Tagged topics: digital advertising , ride share , travel recovery , analyst top pick , 2022 outlook

Views: 302, Votes: 10, Responses: 1, Attachments: 1
FB

+58 pts



$FB - #metaverse adoption may not be rapid or easy because the current digital offerings are already so strong

By underdog on Nov. 16, 2021, 10:29 a.m.
Tagged topics: digital advertising , eCommerce , deep dive , Metaverse

Views: 154, Votes: 9, Responses: 3, Attachments: 1
AMD , FB , INTC

+44 pts



$AMD - Meta is a huge and validating win for AMD, foreshadowing accelerating market share gains

By bbern3 on Nov. 9, 2021, 11:55 a.m.
Tagged topics: market share gains , Genoa , datacenter

Views: 212, Votes: 6, Responses: 0, Attachments: 2
FB

+43 pts



$fb

By rchauhan on Oct. 31, 2021, 8:23 a.m.
Tagged topics: M&A , Metaverse , MVRS

Views: 70, Votes: 11, Responses: 0, Attachments: 0
FB

+84 pts



$FB - gaming is just the start, the TAM for #metaverse will explode to include virtual fitness, workplace, and education

By mooreideas on Oct. 29, 2021, 12:26 p.m.
Tagged topics: augmented reality , virtual reality , Metaverse , FB Connect

Views: 297, Votes: 26, Responses: 3, Attachments: 1
SNAP , FB , GOOGL

+37 pts



$SNAP vs $FB vs $GOOGL

By labjordan on Oct. 28, 2021, 11:21 a.m.
Tagged topics: digital advertising , social media , ATT

Views: 64, Votes: 3, Responses: 0, Attachments: 1
FB

+56 pts



$FB transition to sum-of-the-parts valuation likely to drive share outperformance

By mooreideas on Oct. 27, 2021, 12:17 p.m.
Tagged topics: valuations , digital advertising , big tech , sum-of-the-parts , Facebook Reality Labs

Views: 234, Votes: 11, Responses: 0, Attachments: 2
MGNI , FB , SNAP

+39 pts



Defending $MGNI - it is not $FB or $SNAP

By labjordan on Oct. 26, 2021, 11:08 a.m.
Tagged topics: digital advertising , social media , ATT

Views: 171, Votes: 6, Responses: 0, Attachments: 2
FB , SNAP

+36 pts



$FB vs $SNAP - Differences and Similarities

By labjordan on Oct. 26, 2021, 11:05 a.m.
Tagged topics: digital advertising , social media , ATT

Views: 21, Votes: 4, Responses: 0, Attachments: 2
FB , SNAP , AAPL , GOOGL

+61 pts



$FB - analysts believe Facebook #ATT largely priced in, #metaverse becoming the focus, recommend buying the dip

By labjordan on Oct. 26, 2021, 10:58 a.m.
Tagged topics: digital advertising , earnings results , IDFA , social media , ATT , buy the dip

Views: 203, Votes: 9, Responses: 1, Attachments: 14
FB , SNAP

+50 pts



$FB - Piper Sandler more cautious on Facebook's Direct Response advertiser exposure following $SNAP Q3 miss

By labjordan on Oct. 22, 2021, 11:46 a.m.
Tagged topics: digital advertising , App Tracking Transparency , earnings read through

Views: 172, Votes: 9, Responses: 1, Attachments: 2
SNAP , FB , GOOGL , TWTR

+49 pts



$SNAP - #iOSPrivacyChanges impact likely worse than $FB $GOOGL and TWTR, but still just transitory

By labjordan on Oct. 22, 2021, 11:34 a.m.
Tagged topics: digital advertising , earnings miss , iOS privacy changes

Views: 166, Votes: 7, Responses: 2, Attachments: 8
FB

+39 pts



$FB - Jefferies believes concerns on privacy changes and supply chain priced in, sees upside to street estimates

By mooreideas on Oct. 20, 2021, 12:11 p.m.
Tagged topics: digital advertising , big tech , Jefferies , upside to estimates , iOS privacy changes

Views: 124, Votes: 6, Responses: 0, Attachments: 2
COIN , FB

+46 pts



$COIN - Oppenheimer says soon sending money abroad will be like sending a message, positive on $COIN support for $FB Novi

By ethonomics on Oct. 20, 2021, 11:37 a.m.
Tagged topics: cryptocurrency , fintech , Oppenheimer , cryptoeconomy

Views: 155, Votes: 4, Responses: 2, Attachments: 2
SNAP , FB

+41 pts



$SNAP - JP Morgan sees limited exposure to #iOS #privacychanges, checks indicate SNAP benefiting from $FB headwinds

By labjordan on Oct. 18, 2021, 2:28 p.m.
Tagged topics: digital advertising , earnings preview , JP Morgan , iOS privacy changes

Views: 176, Votes: 6, Responses: 0, Attachments: 2
FB , GOOGL , SNAP , AMZN , FTCH , UBER , ATVI , COMP

+47 pts



6 Key Debates Heading into '22

By labjordan on Oct. 12, 2021, 2:04 p.m.
Tagged topics: digital advertising , ride share , eCommerce , Morgan Stanley , Metaverse

Views: 84, Votes: 5, Responses: 1, Attachments: 2
Too big to fail