Meta Platforms, Inc. (NASDAQ:META) formerly known as Facebook is down 73% on the year. Ever since Zuckerberg announced his company's pivot to Meta Platforms in October 2021, the stock went into a death spiral and the question is, can it get out of it, or is this the beginning of the end for Meta Platforms in its current format? Let's find out.
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By Stock Chat

where the coffee is hot and so is the chat

30 thoughts on “Meta stock down 73%: buy the panic or avoid the death spiral?”
  1. Avataaar/Circle Created with python_avatars PeterK6502 says:

    I don't like Zuckerberg, the person gives me the creeps and that is reason enough not to invest in Meta.

  2. Avataaar/Circle Created with python_avatars NewsWit says:

    I think Facebook will win out over TikTok with the help of governments because of fears over Chinese data collection

  3. Avataaar/Circle Created with python_avatars Michael Plotkin says:

    No, thank you.

  4. Avataaar/Circle Created with python_avatars גל שדה says:

    Did you listen to the earnings call? They actually said exactly the opposite regarding Reels vs TikTok

  5. Avataaar/Circle Created with python_avatars THE CZAR says:

    I’m usually out and about all day long soul carrying glasses with me to be in the verse won’t work. When I think about it a lot of us are out and about all day long. So the meta-verse may be the end of Facebook. Is there really that many homebound bodies that will be on it all the time?

  6. Avataaar/Circle Created with python_avatars MrBoxtyPants says:

    I picked up a small amount of meta today: around 0.25% of my portfolio

  7. Avataaar/Circle Created with python_avatars Kool Aids Man says:

    ~25% growth per quarter in the last 6 months in reels lots of data is showing reels are growing rapidly. Tik tok acts as a regulatory shield for facebook because they are a chinese company plus if tik tok gets banned in the US reels will take a majority of their market share. So while tik tok is operating in the US im not worried about regulators if they get banned then you can start talking about them but then meta just took all of their market share.

    They also lost $1.8b in FX exchange last quarter when the euro rebounds earnings will explode. Not to mention when ad rates come back.

  8. Avataaar/Circle Created with python_avatars ramkumar subramanian says:

    If i were FB i would create REELS as a standalone app and would pay more money to content creators to move to the reels platform. Once content creators move the next step is to lobby against Chinese app ( donation to senators) and ban tik tok in the US and EU if possible. If u have the US, EU and India ( as tik tok is already banned) other south asian countries like Singapore Indonesia will follow suit end of TIK TOK. OF COURSE if Apple or Google were to buy tik tok then its game on 😁

  9. Avataaar/Circle Created with python_avatars Alex Jeffs says:

    Not touching meta with a 10 foot pole personally

  10. Avataaar/Circle Created with python_avatars sltillim says:

    I think there are a lot of businesses application capabilities in metaverse but it seems like they are so focused on social and advertising revenue. I think it’s time they make a real transformation to a b2b technology platform offering a new way to work in virtual learning, 3D business applications and commerce experiences. That is where the money is. I’ve never been in the metaverse but just what I read.

  11. Avataaar/Circle Created with python_avatars milostyle38 says:

    This was a great overview of the Facebook dilemma 👍

  12. Avataaar/Circle Created with python_avatars Harneet Singh Deo says:

    Tom, you lack knowledge

  13. Avataaar/Circle Created with python_avatars Kreative Chaos Guides says:

    whats meta, literally no one calls it that lol

  14. Avataaar/Circle Created with python_avatars Q H says:

    Call me old but I deleted my FB account. Call me old again because I'd rather be outside than in VR.

  15. Avataaar/Circle Created with python_avatars Marcus says:

    From what I’ve read 50% of the entire population cannot wear VR due to vertigo and another large % simply won’t go near it, older populations etc.. This is a bad bet IMO..

  16. Avataaar/Circle Created with python_avatars Don Stoddard says:

    Yes, and they laughed when they said they could make a car run on batteries.

  17. Avataaar/Circle Created with python_avatars C says:

    DO NOT SUPPORT META, SPEAK WITH YOUR WALLETS AND DON'T BUY THEIR PRODUCTS. PLEASE TAKE A STAND AND BOYCOTT META PRODUCTS.

  18. Avataaar/Circle Created with python_avatars sagig72 says:

    While it's a good video the title is click baiting (and it's unlike you Tom to do that). Facebook is not on a 'death spiral'. Come'on! The concerns you're raising are valid. As you say, the market's already pricing them in. One weapon Meta has against TikTok is actually the regulatory! Considering the unhealthy relationship between USA/China, the SEC possible actions against Chinese companies then I do see that Meta can start lobbying to regulate TikTok! This can turn out a winner for Meta. Meta is changing its face and it's going to take time. Yes, it may not work. But … I don't see this company on a 'death spiral'. Worst case scenario: Zuckerberg will be replaced and they'll start over relying on their family-of-apps. That's still a huge asset which seems entirely un-estimated if not ignored by the market. Bottom line: Risky, but with a great opportunity. Folks should not fear the stock, but should know how to size their position.

  19. Avataaar/Circle Created with python_avatars Chris Darr says:

    I'm in at $60 as a cigar butt. About Two quarters.

  20. Avataaar/Circle Created with python_avatars Web Surfer says:

    Fantastic!

  21. Avataaar/Circle Created with python_avatars shawn stangeland says:

    Yeah they can just release a twitter clone

  22. Avataaar/Circle Created with python_avatars Bompie Bompie says:

    I love the metaverse,and I believe Mark can make it really happen.i keep on buying+palantir.

  23. Avataaar/Circle Created with python_avatars Rant Jamz says:

    Feeling those positive vibes

  24. Avataaar/Circle Created with python_avatars Christopher Mundahl says:

    I started my first position today at $92

  25. Avataaar/Circle Created with python_avatars bbbiiicccckkksss says:

    Interesting perspective. In Singapore, I've noticed the younger generation only using tiktok or YouTube shorts; the adults tend to use Facebook reels

  26. Avataaar/Circle Created with python_avatars Sharkdog_blade_co Instagram says:

    Facebook is the most addictive substance on earth you think it’s going anywhere? Nah

  27. Avataaar/Circle Created with python_avatars O.J. McLauchlin says:

    Isn’t Apple due to come out with some AR/VR goggles as well? Hmmm.

  28. Avataaar/Circle Created with python_avatars GET2222 says:

    Mark didn’t even see mobile. He resisted doing a mobile app forever. He thought the desktop would prevail. He deserves no credit for mobile anything. His team talked him into doing a native app in IOS and Android. He thought a web app was fine. This is why ZUCK sucks.

  29. Avataaar/Circle Created with python_avatars kevin Kant says:

    Zuckerberg likes man butt, deal with it

  30. Avataaar/Circle Created with python_avatars Two Stupid Guys Trade Stocks says:

    Tom, a couple of points I wanted to make. First approximately 80% of their capex is going to the family of apps side of the business not reality labs. So, saying “if you don’t believe in the metaverse you have no business investing in meta” seems 80% misplaced. Lol also, in terms of reels competing with tik tok do you think the reels monetization increasing 200% in a single quarter isn’t a convincing sign that they are making progress with reels? Also, they mentioned this increasing revenue was in part a result a result of accretive time spent on reels. Vinny

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