Creator sentiment
12 creators · 12 views · past 7 days
Updated October 20, 2026
The bull case
- +Demonstrates 'monetization power': ad prices up 12% while impressions up 14%, driving total ad revenue up 27%.
- +Growth is diversified across every region and daily active people keep rising.
- +Main risk this quarter is another capex guidance raise that could spook investors.
- +Meta is one of the hyperscalers that will do well regardless of funding costs.
- +Meta is actively buying data center capacity, contributing to the buildout.
- +Believes Meta will beat estimates and is not priced to perfection.
- +Buy zone is between $660 and $690, with earnings as a catalyst.
- +Revenue grew 28% to $60.8 billion, the fastest pace in a long time, showing AI investments are improving core products.
The bear case
- −He has a feeling Meta will 'dump' into earnings and is considering selling covered calls to hedge.
- −Evercore ISI expects Meta could announce an equity raise at earnings, which would be dilutive and negative short term.
- −A potential $10B legal expense hitting Q3 EPS could trigger algo selling.
What StockTubers recently said
📹 This Stock Is Undervalued
Demonstrates 'monetization power': ad prices up 12% while impressions up 14%, driving total ad revenue up 27%. · Growth is diversified across every region and daily active people keep rising. · Main risk this quarter is another capex guidance raise that could spook investors.
📹 AMAZON'S BEST DAY SINCE AUGUST, SEMIS BREAK THE RED STREAK | MARKET CLOSE
He has a feeling Meta will 'dump' into earnings and is considering selling covered calls to hedge. · Evercore ISI expects Meta could announce an equity raise at earnings, which would be dilutive and negative short term. · A potential $10B legal expense hitting Q3 EPS could trigger algo selling.
📹 The UNTHINKABLE is About to Happen to the Stock Market
Meta is one of the hyperscalers that will do well regardless of funding costs. · Meta is actively buying data center capacity, contributing to the buildout.
