7/30/25 :: VROCKSTAR :: 
META
And u think they'll miss?
- we continue to collect data pts that the consumer is spending like a drunken sailor and somehow the market still wants to bid the trash meme stocks that will burn cash until kingdom come
- amazon prime day
- dubious/ but still... government data
- yesterday... visa... booking
- we've seen the "oh look at
DECK, we thought people stopped buying shoes" reaction
- the reality is... the wealth effect has had a bit of a boomerang in my estimation from mar/apl stonk lows to new highs and "all normal" (big quotes)
- so as the king funnel to driving all this conversion, great tools... i don't think zuck's capex and hiring spending is really going to drive the big picture here on results. a strong ads result pays for all this spending... in what, a quarter?
- so no i don't have a crystal ball. but i'm surprised a lot of HQ names that are consumer-adjacent (esp such a dominant portal to the universe-META) aren't ripping into results and it's a harder call.
- this one is a buy into results
- it's a dip buy on a miss
- and it's a buy, probably, even if the stock rips
$1000 by year end is my best guess
V
METAAnd u think they'll miss?
- we continue to collect data pts that the consumer is spending like a drunken sailor and somehow the market still wants to bid the trash meme stocks that will burn cash until kingdom come
- amazon prime day
- dubious/ but still... government data
- yesterday... visa... booking
- we've seen the "oh look at
DECK, we thought people stopped buying shoes" reaction- the reality is... the wealth effect has had a bit of a boomerang in my estimation from mar/apl stonk lows to new highs and "all normal" (big quotes)
- so as the king funnel to driving all this conversion, great tools... i don't think zuck's capex and hiring spending is really going to drive the big picture here on results. a strong ads result pays for all this spending... in what, a quarter?
- so no i don't have a crystal ball. but i'm surprised a lot of HQ names that are consumer-adjacent (esp such a dominant portal to the universe-META) aren't ripping into results and it's a harder call.
- this one is a buy into results
- it's a dip buy on a miss
- and it's a buy, probably, even if the stock rips
$1000 by year end is my best guess
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.