$META

14 atoms · 跨 10 天 · 首见 2026-05-02 · 最近 2026-07-02

三色: 🟦 fact 3 · 🟥 take 11 · stance ▲6/▼3/◆2

来源: X 14

时态: fresh:11 · aging:2 · stale:1

标签: 好观点:8 · 好信源:3 · 好数字:2 · 好问题:1 · 好思考:1

叙事 (narrative) (4)

• 2026-07-01 · 可能出售一小部分算力且增值极高
  This is very likely a small slice that would be done at absurd accretion and used as a de facto mark to enable them to do a lot more of everything they are doing.
  tags: 好观点·好思考 · → daily
• 2026-07-02 · 估值水平
  Meta still trades below its recent peak multiple
  tags: 好观点 · → daily
  value: direction=低于 · date=2026-07-02
• 2026-05-15 · what multiple would you pay
  what multiple or the price you would sell a bit of AI to buy
  tags: 好问题 · → daily
• 2026-05-02 [老化中] · analyst sentiment
  The street analysts aren't strictly bearish -- they are just *FRUSTRATED* that mark zuckerberg won't tell them WHICH NUMBERS TO PLUG IN TO THEIR DUMBASS MODELS.
  tags: 好观点 · → daily

预测 (forecast) (3)

• 2026-07-02 · 目标价
  with an $835 price target
  tags: 好数字 · → daily
  value: qty=$835 · date=2026-07-02
• 2026-05-28 · business existence risk in 10 years
  100x the chance of Meta going out of business in 10 years
  tags: 好观点 · → daily
  value: qty=100x chance of Meta going out of business in 10 years
• 2026-05-28 · Q2 acceleration status
  accelerating in q2
  tags: 好观点 · → daily
  value: direction=accelerating in q2

立场 (position) (3)

• 2026-07-02 · 评级
  BofA reaffirmed its Buy rating on Meta
  tags: 好观点 · → daily
  value: qty=Buy · date=2026-07-02
• 2026-06-18 [老化中] · 被视为 AI 交易的共识选择
  consensus AI trade" is $MSFT and $META. That's what 99% of the world thinks AI investing means.
  tags: 好观点 · → daily

事实 (fact) (4)

• 2026-07-02 · CTO Andrew Bosworth 内部讲话: 鼠标追踪软件上线前经过隐私、法律等审查
  $META CTO ANDREW BOSWORTH SAYS IN INTERNAL TOWN HALL THAT MOUSE TRACKING SOFTWARE WENT THROUGH PRIVACY, LEGAL AND OTHER REVIEWS BEFORE IT LAUNCHED
  tags: 好信源 · → daily
• 2026-06-26 · 从历史高点跌幅
  Meta, $META: -32%
  tags: 好数字 · → daily
  value: qty=-32% · date=2026-06-26
• 2026-05-22 · 发布Reddit竞品
  Meta launched Forum, a standalone iOS test app built around Facebook Groups
  tags: 好信源 · → daily
• 2026-06-09 · 加拿大政府计划提案禁止16岁以下儿童使用社交媒体
  The Canadian federal government plans to propose a ban on social media use for children under the age of 16 as part of its highly anticipated online harms bill that will be introduced Wednesday
  tags: 好信源 · → daily

时间轴 (近 20)

• 2026-07-02 · position · 评级 · → daily
• 2026-07-02 · forecast · 目标价 · → daily
• 2026-07-02 · narrative · 估值水平 · → daily
• 2026-07-02 · fact · CTO Andrew Bosworth 内部讲话: 鼠标追踪软件上线前经过隐私、法律等审查 · → daily
• 2026-07-01 · narrative · 可能出售一小部分算力且增值极高 · → daily
• 2026-06-26 · fact · 从历史高点跌幅 · → daily
• 2026-06-18 · position · 被视为 AI 交易的共识选择 · → daily
• 2026-06-09 · fact · 加拿大政府计划提案禁止16岁以下儿童使用社交媒体 · → daily
• 2026-05-28 · forecast · business existence risk in 10 years · → daily
• 2026-05-28 · forecast · Q2 acceleration status · → daily
• 2026-05-22 · fact · 发布Reddit竞品 · → daily
• 2026-05-15 · narrative · what multiple would you pay · → daily
• 2026-05-14 · position · 价格不可能再下跌 · → daily
• 2026-05-02 · narrative · analyst sentiment · → daily

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