🚨 $META EARNINGS: REVENUE BEATS, BUT NET PROFIT COLLAPSES 14% – INSTITUTIONAL MONEY EXITS 📉🦈
📊 Top-line strength at $60.8B revenue (+28%) masked deepening structural cracks. EPS missed at $6.18 vs $7.14 last year, while net profit dropped to $15.85B. Costs surged 55% to $42.03B, driven by AI infrastructure spending and severance. Free cash flow shrank to $7.84B from $8.55B.
💡 Smart money is laser-focused on the capital expenditure guidance raise to $130–145B without matching revenue acceleration. D.A. Davidson cut its target from $850 to $700, flagging Q3 guidance that hints at growth deceleration. The after-hours sell-off confirms institutional de-risking.
🔍 The key question: can Meta's AI advertising tools and assistant ecosystem deliver the ROI needed to justify this spending cycle? 💬 Are you shorting this breakdown or waiting for a retest of the $700 level? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #META #Earnings #SellOff #BearishSetup #Stocks
🦈 📉
📊 Top-line strength at $60.8B revenue (+28%) masked deepening structural cracks. EPS missed at $6.18 vs $7.14 last year, while net profit dropped to $15.85B. Costs surged 55% to $42.03B, driven by AI infrastructure spending and severance. Free cash flow shrank to $7.84B from $8.55B.
💡 Smart money is laser-focused on the capital expenditure guidance raise to $130–145B without matching revenue acceleration. D.A. Davidson cut its target from $850 to $700, flagging Q3 guidance that hints at growth deceleration. The after-hours sell-off confirms institutional de-risking.
🔍 The key question: can Meta's AI advertising tools and assistant ecosystem deliver the ROI needed to justify this spending cycle? 💬 Are you shorting this breakdown or waiting for a retest of the $700 level? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #META #Earnings #SellOff #BearishSetup #Stocks
🦈 📉