ToeMissile
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The new CEO came from Chipotle wasn’t it? Don’t recall when, but pretty sure he hasn’t been around very long.
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- Thread starter Furious
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tugofpeace
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ToeMissile
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Sanrith Descartes
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Sanrith Descartes
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Sanrith Descartes
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Big Phoenix
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That is one company I genuinely don't understand how it makes money. Fb is a sea of scams, third world shitters and now ai gibberish.
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Rangoth
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I'm with you. META amazes me, and go them even though I hate that company from a personal life choices perspective.
All of this does make one wonder how we could be entering a bear market with all of the beats of the major corporations. The whole markets being irrational has never been more true. About the only thing that makes sense to me in my trading these days are pure technical indicators, I just follow the lines and indicators and I've done ok, any time I make a speculative bet or ones based on news/fundamental factors/opinions I seem to eat crow
All of this does make one wonder how we could be entering a bear market with all of the beats of the major corporations. The whole markets being irrational has never been more true. About the only thing that makes sense to me in my trading these days are pure technical indicators, I just follow the lines and indicators and I've done ok, any time I make a speculative bet or ones based on news/fundamental factors/opinions I seem to eat crow
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Cad
scientia potentia est
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Meta’s Q1 2025 revenue of $42.31 billion comes primarily from the Family of Apps ($41.94 billion, 99.1%), with Reality Labs contributing just $412 million (0.9%). Within FoA, advertising drives 98.8% of revenue ($41.39 billion), split roughly as follows: Facebook at 55–60% ($22.76–$24.83 billion), Instagram at 40% ($16.56 billion), WhatsApp at 4% ($1.69 billion), and Messenger/Threads at negligible amounts.
This makes no sense to me, Facebook is absolutely hot garbage. Instagram at least has cute hoes on it.
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Gravel
Mr. Poopybutthole
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It was all driven by the tariffs. Of which, we still don't know how they'll impact any companies. That data won't likely come out until Q3 (figure tariffs aren't really hitting until maybe now-ish, and then lag another quarter for the data).
It's why the market dropping 20% made absolutely fuck all sense to me. My guess is it was algo driven which then caused main street Boomers to panic about their retirement. They can still buy back in and salvage their portfolios, but they probably won't and won't buy back in until around 5800-5900.
We're still down 5-7% on the year depending on your index.
Furry
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Boomers are retarded. They all fucking love facebook and live there linking retarded AI bullshit and scams to each other like its good buys or funny or something.
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Jysin
Bronze Baronet of the Realm
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I truly think markets are in full blown denial mode for the incoming inflation / consumer weakness.
Prior to tariffs, we've had months of reports of vehicles piling up on dealer lots unable to move. MSRPs way too high, interest rates too high, rising delinquencies, etc.
Then you get headlines like this and stock reactions like this:
(From Bloomberg)
Premarket GM stock reaction:
Prior to tariffs, we've had months of reports of vehicles piling up on dealer lots unable to move. MSRPs way too high, interest rates too high, rising delinquencies, etc.
Then you get headlines like this and stock reactions like this:
(From Bloomberg)
Premarket GM stock reaction:
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Haus
I am Big Balls!
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I do agree we seem to be entering the "market reacts wrong to news" phase of irrational market behavior.
Furry
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Nah, probably the market was expecting it to be worse. This tells me tariffs will be a pain, but sustainable for them,
Sanrith Descartes
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Remember pulling guidance is better than lowering guidance. No bad news is good news.
Rangoth
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Question for those more macro savvy than I.
Is it possible all of these earnings beats are due to the recent inflation? Perhaps they are not true indicators of growth but more of an indicator of the value of the dollar? Not across the board, for example seeing growth in actual customer counts, new loans, etc may be genuine growth but since these reports are from the last quarter we were still getting over that hump.
Happy to get assigned reading on such things as well but it's hard to find good sources for something that cannot be stated with pure facts as its more of a dynamic theorized relationship when you have this many factors playing together.
At this point I have one long term gamble(put on TSLA for july, I think they are in for some rough news in the immediate future), otherwise im just continuing my smaller daily bets to snipe off whatever direction momentum we may have. We are below 200DMA, but everything is bouncing up against various resistance lines and it's really difficult to pick a long term gamble right now.
Is it possible all of these earnings beats are due to the recent inflation? Perhaps they are not true indicators of growth but more of an indicator of the value of the dollar? Not across the board, for example seeing growth in actual customer counts, new loans, etc may be genuine growth but since these reports are from the last quarter we were still getting over that hump.
Happy to get assigned reading on such things as well but it's hard to find good sources for something that cannot be stated with pure facts as its more of a dynamic theorized relationship when you have this many factors playing together.
At this point I have one long term gamble(put on TSLA for july, I think they are in for some rough news in the immediate future), otherwise im just continuing my smaller daily bets to snipe off whatever direction momentum we may have. We are below 200DMA, but everything is bouncing up against various resistance lines and it's really difficult to pick a long term gamble right now.
Rangoth
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Sort of what I am hinting at. Between the technical indicators and everyone pulling/lowering guidance, I think the painful quarters are going to be up ahead. Not enough that I've put my money where my mouth is yet, but since we all I know I post my losers, I'll be happy to share when I do go in.
Sanrith Descartes
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Its because humans are capable of seeing "pulling guidance" as bad because we know they are doing it to hide really shitting data. Algos aren't capable of that mental leap... yet.
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Tredge
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Its lag. It's not a new behavior but it is more exaggerated now.
The market is held up largely by big tech and these companies are doing quite well despite everything. Even during Covid they thrived.
They are so large that even if the remainder of the market was falling, we would still go up.
But this wont carry forever and I predict mid to late 26 we see a real recession.