🇺🇸#META #watchlist #metaverse
Telegraph: the Big brands and their customers have shown no interest in the metaverse, at least not yet...

Debating the Metaverse - details

🇺🇸#META #watchlist
Tortoise, value-focused hedge fund, bets on Meta

❗️#tech #stocks parts of tech companies are actually value stocks now

❤️🇪🇺#BOCH Tortoise loves European banking shares, citing rising profitability on higher rates and improving financial health

❗️🌎#tech #stocks
FT: "сlass B" shares are one of the problems of technology companies, including Meta

expanded rights for CEO/founders = rising costs = throwing money at projects that have little to do with core business = unjustified growth in employees

* “сlass B” shares can carry 20 times the voting power of those available to “ordinary shareholders”

#META #watchlist

✴️🌎#cars #metaverse #forecast #crypto
Nvidia: metaverse will be part of the automotive industry in 2023
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Nvidia is developing industrial metaverse

#NVDA #META

🇺🇸#stocks #us #concentration #macro

#MSFT #AAPL #AMZN #GOOGL #META

✴️#metaverse #crypto #macro #review
McKinsey review: by 2030, the value of the metaverse could reach $5T. 4 key technology enablers will also be required for the metaverse to reach its full potential: devices (AR/VR, sensors, haptics, and peripherals), interoperability and open standards, tools for building a safe and secure metaverse - details
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early: OWO Skin ‘tactile’ suit showcased at CES, able to convey sensations in a VR world

#META

🇺🇸#META #ads #watchlist
Bernstein: in 2023, Meta will outperform competitors in the broader online ad space

... digital-ad dollars will continue to be concentrated in “the largest and most advantaged ad platforms #rival

🇺🇸#META #report #watchlist
Meta
- Q4 EPS $1.76, CONSENSUS $2.22
- 4Q REV. $32.17B, EST. $31.65B
- 4Q FACEBOOK DAILY ACTIVE USERS 2.00B, EST. 1.98B
- REALITY LABS OPERATING LOSS $4.28B

- SEES 1Q REV. $26B TO $28.5B, EST. $27.25B

#buyback ANNOUNCED TODAY $40B BOOST IN SHARE BUYBACK AUTHORIZATION

🇺🇸#META #watchlist
Meta's revenue growth continues to slow

🌎#metaverse #marketsize #forecast

❗️#META #watchlist

✴️🇺🇸#META #metaverse
Zuckerberg: Meta has no plans to change its long-term strategy for the metaverse, despite operating losses for its Reality Labs business peaking in 2022 ($13.7B)

✴️🇺🇸#META #metaverse
Meta launches Horizon Worlds (virtual reality app) for teens with specially designed VR headsets. The goal = 1M monthly active users (MAU)

#watchlist

🇺🇸#META #layoff #watchlist
META is planning further rounds of job cuts — FT

🇺🇸#AMZN #META
hedge-fund legend Seth Klarman pounced on Amazon and Meta in 4Q 23

#valueinvestor

🌎#tech #stocks #ai
Credit Suisse: stocks benefiting from AI - details

#MU #META

🇺🇸#META #s18
Meta to introduce Telegram-like channels on Instagram

🇺🇸#META #layoff #costcutting
Meta plans to cut thousands of jobs, after CEO predicted no more layoffs — WP

🇺🇸#META
Meta's Andy Stone says WaPo report on layoffs Is wrong

💥🇺🇸#buyback #stocks #us #markets
US stock buyback in 2023 = Record

JPMorgan says that more than 2/3 of the US buyback announcements are spread across only 5 companies:

#CVX Chevron ($75B)
#META Meta ($40B)
#GS Goldman ($30B)
#CRM Salesforce ($20B)
#BKNG Booking ($20B)
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*buyback programs have been the main driver of SP500 growth since 2011 - details

⚠️🇺🇸#stocks #us #tech #short
WSJ: short interest in the highflying megacap tech stocks - "Magnificent Seven" = min since 1996

#AAPL #MSFT #GOOGL #AMZN #NVDA #META #TSLA