Calls
1
u/silver-bullet007
Reddit r/ValueInvesting
Win Rate
100.0%
return
+9.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 29
$529.26
+9.4%
Meta grew revenue 28% YoY, has 3.6B daily active users, and trades at sub‑20 P/E after the earnings drop. The market is punishing META for elevated capex, but the author believes this spend is essential for long‑term moat expansion (AI glasses, ad tech). If the selloff continues below $500, the author plans to add aggressively. META offers a rare combination of growth (28% revenue) and value (sub‑20 P/E) with a dominant network effect; the post‑earnings panic creates an entry point for patient investors. The $80B+ capex incineration cited by a top comment, an earnings miss of $1/share, and potential ad‑revenue slowdown if Google’s search decline narrative doesn’t materialize.
Meta grew revenue 28% YoY, has 3.6B daily active users, and trades at sub‑20 P/E after the earnings drop. The market is punishing META for elevated capex, but the author believes this spend is essential for long‑term moat expansion (AI glasses, ad tech). If the selloff continues below $500, the author plans to add aggressively. META offers a rare combination of growth (28% revenue) and value (sub‑20 P/E) with a dominant network effect; the post‑earnings panic creates an entry point for patient investors. The $80B+ capex incineration cited by a top comment, an earnings miss of $1/share, and potential ad‑revenue slowdown if Google’s search decline narrative doesn’t materialize.
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u/silver-bullet007 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: META.
