Meta ($META) — Capsoria Community

21

BEAR breakout_ben · 1d

Reality Labs losses still annualizing $15B+. Zuck is going to spend until something works or the board flips.

31

NEWS fed_watcher · 1d

Threads MAU crossing 200M+. Whether they monetize it is a separate question but reach is real.

6

QUESTION gap_n_go · 1d

What multiple do you slap on Family of Apps EBITDA if you carve out RL entirely? I get $700+ stock.

26

BULL risk_parity_r · 2d

Reels monetization gap to Feed is closing faster than the Street modeled. AI-driven targeting is the kicker.

4

BULL chartchaser · 2d

Buyback pace + dividend = legit return-of-capital story now. This is no longer just a growth name.