$META bull case laying out a clean roadmap: ATH around $800 this year, then a 2-for-1 or 3-for-1 split early-to-mid next year (META's the only Mag 7 that's never split), then another run into 2030 or sooner.
The split angle is interesting. Stock splits don't change fundamentals but they do change psychology and accessibility. Retail loves lower nominal prices. If META's trading at $800 and splits 2-for-1, suddenly it's $400 per share and looks way more approachable to smaller accounts. That can drive momentum.
META's been a beast since the 2022 lows. Zuck refocused, cut costs, AI monetization is rolling, and Reality Labs losses are stabilizing. If AI ad targeting keeps printing and Llama keeps gaining traction, $800 isn't crazy.
Technically, if META breaks and holds new highs above current levels, the next leg could be fast. Watch for consolidation around key levels as entry zones. A split announcement would be a catalyst for another wave of buying.
Risk: If macro rolls over or ad spending cracks, high-multiple tech gets hit first. But if the AI supercycle thesis holds, META's got the infrastructure, the data, and the distribution to keep running.
The split angle is interesting. Stock splits don't change fundamentals but they do change psychology and accessibility. Retail loves lower nominal prices. If META's trading at $800 and splits 2-for-1, suddenly it's $400 per share and looks way more approachable to smaller accounts. That can drive momentum.
META's been a beast since the 2022 lows. Zuck refocused, cut costs, AI monetization is rolling, and Reality Labs losses are stabilizing. If AI ad targeting keeps printing and Llama keeps gaining traction, $800 isn't crazy.
Technically, if META breaks and holds new highs above current levels, the next leg could be fast. Watch for consolidation around key levels as entry zones. A split announcement would be a catalyst for another wave of buying.
Risk: If macro rolls over or ad spending cracks, high-multiple tech gets hit first. But if the AI supercycle thesis holds, META's got the infrastructure, the data, and the distribution to keep running.