21
Reality Labs losses still annualizing $15B+. Zuck is going to spend until something works or the board flips.
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31
Threads MAU crossing 200M+. Whether they monetize it is a separate question but reach is real.
6
What multiple do you slap on Family of Apps EBITDA if you carve out RL entirely? I get $700+ stock.
26
Reels monetization gap to Feed is closing faster than the Street modeled. AI-driven targeting is the kicker.
4
Buyback pace + dividend = legit return-of-capital story now. This is no longer just a growth name.