It may be time to eliminate META from the portfolio

u/pinprick58 · Reddit — r/ValueInvesting · January 02, 2026 at 20:38 · 💬 39 comments  | View on Reddit ↗
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Original Reddit post

Author fears Meta's large-scale account deletions will reduce advertiser reach and Ray-Ban AI glasses sales, prompting him to consider eliminating the position.

META — AVOID Author is considering selling Meta because Meta confirmed deleting around 10 million accounts in H1 2025 and the purge will continue. He argues fewer users limit advertiser reach and reduce the ability to maximize price per ad. He also expects fewer active accounts to hurt Ray-Ban AI glasses sales since full features require a Meta account.

Fewer users should limit the reach of advertisers which in turn should reduce the ability to maximize the price per ad.

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u/pinprick58 Reddit r/ValueInvesting
Account purges cut ad reach and Ray-Ban sales.
Author is considering selling Meta because Meta confirmed deleting around 10 million accounts in H1 2025 and the purge will continue. He argues fewer users limit advertiser reach and reduce the ability to maximize price per ad. He also expects fewer active accounts to hurt Ray-Ban AI glasses sales since full features require a Meta account.
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This Reddit post, published January 02, 2026, features u/pinprick58 discussing META. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/pinprick58  · Tickers: META