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$META ~$2 Million short time expiration 495 Calls
By: Flowrensics | March 18, 2024
• $META
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Bull of the Day: Meta Platforms (META)
By: Zacks Investment Research | March 15, 2024
Meta Platforms (META) continues to see estimates rise after their last quarterly report and so it remains a Zacks #1 Rank Strong Buy based on its earnings momentum.
My colleague Derek Lewis wrote about the resurgence of META in early February after their 10% EPS beat and raised guidance.
Q4 EPS of $5.33 bested the year-ago number by a whopping 200%, while revenues of $40.11 billion beat the Zacks Consensus Estimate by 2.87% and jumped 24.7% year over year. At constant currency (cc), the top line improved 22%.
When Derek wrote about upward estimate revisions on February 7, analyst consensus for this year and next stood at EPS of $19.41 and $22.42 respectively.
Now those projections have risen to $19.94 and $23.09, representing 34% and 16% annual growth.
What About Reality Labs?
After Apple (AAPL) made a big splash with their new mixed reality device Vision Pro, I decided to check in to see how Zuck & Co. are fairing with their line of VR/AR headsets known as Quest.
The division that makes and sells Quest gear is still a money-losing operation, but that's by design for their long-term development plan.
I recently wrote about META's Reality Labs for my forthcoming special report on the Metaverse because I wanted to investigate how and when this king-pin of social media advertising, commerce and communication would realize profits from this new technology realm.
You can get on the waiting list for that report by emailing Ultimate@Zacks.com and tell 'em Cooker sent you.
Core Growth = Cash to Invest
Besides the stock ramping 400% since its nadir in Q4'22, META revenues troughed at $117 billion in that year and tagged $135B in 2023. Even better, topline growth this year is projected to approach $160B for an 18% advance.
That resurgence in META's core business growth gives them room to experiment with the new technology platforms.
Here's what I wrote recently in my Metaverse report...
The launch of Meta Quest Pro was a small success, but it won’t move the needle on META earnings as word is that this is still a money-losing business for them. Meta's Reality Labs unit brought in more than $1 billion in fourth-quarter sales (the holiday quarter) but recorded an operating loss of $4.65 billion. Clearly, this is a division that Zuck & Co. can afford to invest in for a while.
According to AR Insider, whose team does a breakdown of quarterly revenue for the Meta Reality Labs unit, MRL’s topline was only $210 million in Q3 and they extrapolated that into $161.7 million for hardware sales. And these figures were down 24% sequentially and 27% year-over-year.
Plus, the cheaper Quest 2 still way out-sells the Quest Pro, with estimated revenue of $140 million. They concluded "Considering an average unit price of $315, this means that Meta sold approximately 443,931 Quest 2s in Q3." With Quest Pro’s estimated revenue at barely $9 million and a Q3 ASP of $999 (the price dropped from $1,499 in Q1 the AR Insider team noted) this means that Meta sold approximately 8,934 Quest Pros in Q3.
So for now, the META story is still about its consumer engagement and the ability of the platform to sell more advertising and automate the shopping experience. If you’ve scrolled Instagram or any Reels lately, you know how “sticky” these apps are.
And again, this is the base of 1-2 billion daily active users that will be able to leverage the next Metaverse experiences in social and ecommerce. “I think the software and social platform might be the most critical part of what we’re doing, but software is just a lot less capital intensive to build than the hardware,” Zuckerberg said in February of 2023.
Meta Reality Labs reported $13.7 billion in operating losses for 2022 and lost $16.1 billion in 2023. They expect its operating losses to increase year over year in 2024, but I expect Zuck & Co. to keep investing to eventually leverage Metaverse tools and apps for profits -- just like Apple is experimenting with what comes after the iPhone.
Bottom line on META: The Metaverse is a foot race of titans since the hardware development is so expensive. While AAPL growth stagnates at 6.5 times sales, I think META is a buy here trading 7X sales with 15% topline growth.
Be sure to grab my Metaverse report to find out which other stocks I'm picking in that race.
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Me thinks Zuck will make a play for TikTok.
$META July 500p's are lighting up. A lot of put buying to open here
By: Cheddar Flow | March 13, 2024
• $META July 500p's are lighting up
A lot of put buying to open here
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$META & $QQQ $3+ Million Aggressive OTM Calls Being Added
By: Cheddar Flow | March 12, 2024
• $META & $QQQ $3M+ Aggressive OTM Calls Being Added
These are both above the ask and have further OTM strikes than normal.
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$META Has seen a lot of premium today. A variety of large put-sell orders and call-buy orders so far (bullish)
By: Cheddar Flow | March 11, 2024
• $META Has seen a lot of premium today
A variety of large put-sell orders and call-buy orders so far (bullish)
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Actually there is nothing wrong with posting the fact that Zuckerberg sold shares and exactly how much. He has been doing this for Years. Just like Bill Gates with Microsoft and the owners of Walmart. They will schedule steady sells as to not "trade on inside information". It is the only legal way they can sell portions. I expect them to sell shares. Yes, the amounts sound huge to the average investor but they still maintain controlling interest in their companies and can continue to live their lavish lives. Again, no problem with that.
They'll shame you for posting this kind of information. Just say'n!
Meta Insider Trading Alert: Chair & CEO Mark Zuckerberg dumped more than $300 million worth of $META shares over the last week and has now unloaded more than $1.5 BILLION worth since November.
By: Barchart | March 8, 2024
• Meta Insider Trading Alert
Chair & CEO Mark Zuckerberg dumped more than $300 million worth of $META shares over the last week and has now unloaded more than $1.5 BILLION worth since November.
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Becoming a daily thing. 77,412. About $40 Million Zuck Bucks.
Big Momma likes META Party! Big Fun!
bummer and we are only up 3.5% today. Keep em coming zuck!
Zuck strikes again. 144
imo...normie zombies like to expose scammers on fb......LOL.......if they only knew the larger scam of censorship! ...done by the management..... people are so completely duped by fb it needs to be broken up and regulated at least as much as the telecoms are..... so far as I know the telecoms can not legally censor a phone call.....FYI
META
IHuser
Cathie Wood & Ark Invest's Buys 12,498 Shares of Meta Platforms Inc. (META)
By: Ark Invest Daily | March 4, 2024
• Cathie Wood and Ark Invest's trade activity from today 3/4.
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$META ~$5 Million Unusual OTM Calls These are above the ask which shows urgency
By: Cheddar Flow | March 4, 2024
• $META ~$5M Unusual OTM Calls
These are above the ask which shows urgency
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Zuck Cluck for a Buck!
Form 144. Look for them!
Golden Slacks had a $500 P.T.
Wonder what they're doing? Buying more and upping their P.T.???
Grind. Retail wants smore!
I love being Zucked so far!!! Zuck me more!
Meta Platforms (META):
By: Carl Swenlin | March 1, 2024
Meta Platforms (META): META was setting up for a long-term double top, but it broke out and is now +28% above that resistance. The problem now is that the advance from the mid-2023 consolidation is parabolic, and vertical up moves beg for correction. There is currently a PMO negative divergence, but the PMO hasn't topped yet and the divergence could be erased.
Prognosis: Still magnificent. Watch out for possible correction.
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Well you were saying sub $200 a couple months ago so at least you have doubled the valuation in your head.
LMAO! Fanboys getting Zucked. Hilarious.
THIS GROSSLY OVER VALUED POS WILL BE SUB $400 SOON ENOUGH!!!!!!!!!
MINDLESS RETAIL FANBOYS GETTING ZUCKED BUYING UP HERE!!!!!
LMAO!!!!!!!
Still shorting this? Or did margin calls wipe you out?
Options Traders Target Meta Platforms Stock Amid Record Highs
By: Schaeffer's Investment Research | February 26, 2024
• Options traders targeted META over the past two weeks
• There are plenty of news headlines surrounding the Facebook parent
Meta Platforms Inc (NASDAQ:META) movement on the charts is mirroring the major indexes today, as the equity trades flat following last session's record highs. The recent Big Tech rally was fueled by artificial intelligence (AI) tailwinds and a monster response to Nvidia's (NVDA) strong earnings. However, META took a step back after pausing its Gemini AI tool after the creation of inaccurate historical depictions.
Also newsworthy today, the U.S. Supreme Court is questioning whether or not Republican-backed laws in Florida and Texas, which would restrict the ability of social media platforms to govern what they do and don't publish, infringe on the free speech rights of those companies.
At last glance, META was up 0.2% at $484.89, after Friday hitting an all-time high of $494.35. Since last February, the security is up roughly 184%.
This positive price action has attracted options traders. According to Schaeffer's Senior Quantitative Analyst Rocky White's list of stock that have attracted the highest options volume during the last 10 days, META has seen 3,910,892 calls and 1,722,583 puts exchanged. The most popular contract during this time was the February 480 call, followed by the weekly 2/23 500-strike call.
This penchant for bullish bets is nothing new. According to data at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), the security's 10-day call/put volume ratio of 2.53 stands higher than 98% of readings from the past year.
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Zuck would love to dump more shares onto the market over $500.
Insider Selling
Over $500 this week
Checking back in at your short call at $453. How's that working out for you?
$META - Update. Testing the Uppr Reaches of its Up/Trend Channel...
By: Sahara | February 22, 2024
• $META - Update.
Testing the Uppr Reaches of its Up/Trend Channel...
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Meta Platforms $META 10's of Millions of ITM Call LEAPS Just Hit The Tape
By: Cheddar Flow | February 15, 2024
• $META WOAH. 10's of Millions of ITM Call LEAPS Just Hit The Tape
These orders have heavy premium behind them
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Cathie Wood & Ark Invest's Buys 7,796 Shares of Meta Platforms Inc. (META)
By: Ark Invest Daily | February 14, 2024
• Cathie Wood and Ark Invest's trade activity from today 2/14.
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Yawn. Range bound and at the top of the range. Good place for a short term put.
$META with some July sweepers, happy Monday
By: Flowrensics | February 12, 2024
• $META with some July sweepers, happy Monday
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NOP SENIOR, YOU MUST HAVE MISED THE UPGRADES BY
ZIBBEE PARTNERS AND TEEZEE INVESTMENTS NEW TARGETS OF 700 !!!!
ALONG WITH SPY 600.
No I did not.
Definitely not a place for children. Tik Tok worse!
Enjoy your weekend. Hope no bombs go off at the SB.
Go Browns. There's alwayz next year!!!
Short on break of $455 with increasing volume and price moving to the downside. I think Golden Slacks has a $500 price target.
imo...and all the people said "find us on fb" .....and giggled he he he he he heeeeeeee.... all the home based business moms ......and the trolls came running and the businesses shut down main street and all of the buildings fell in~
CONGRATULATIONS!
META
IHuser
imo... LETS GO LAW SUITS....12...345........LETS GO LAWSUITS.....clap clap.......clap clap clap~
...world waking up to the fact that fb chat groups are NO PLACE to conduct important business.....
LETS GO LAWSUITS.....clap clap.........clap clap clap~
META
IHuser
Wow, your call to short yesterday didn't age well ($453.50 at your call time). Up $16 so far today, currently at $471 and heading up. I think you should continue shorting.....lmao
imo... META phasing out pm's.....set to lose 99.999999 percent of subscribers.
$META High Premium Call Orders Rolling In
By: Cheddar Flow | February 7, 2024
• $META High Premium Call Orders Rolling In
Even though these are ITM, they have a lot of premium behind them
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Short till $1000 dude!! Rock and roll
$453.50 -5.91 (-1.29%) ... KEEP SHORTING THIS GROSSLY OVER VALUED CRAP!!!!!!!!!
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Facebook - The World's Largest Social Network
Founded 02-04-2004
www.facebook.com
www.investor.fb.com
What Is Facebook All About?
As of the end of March 2012, Facebook has more than 900 million active users around the world,
including roughly 200 million in the United States, or two-thirds of the population.
More than 125 billion friend connections on Facebook at the end of March 2012.
On average more than 300 million photos uploaded to Facebook per day in the three months ended March 31, 2012.
An average of 3.2 billion Likes and Comments generated by Facebook users per day during the first quarter of 2012.
More than 42 million Pages with ten or more Likes at the end of March 2012.
Facebook is available in more than 70 languages.
Finviz, StockTA, Stoxline, yahoo
Bigcharts, Insider, ShortSqueeze
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