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Facebook, Inc. (FB)

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264,28+6,64 (+2,58%)
Al cierre: 4:00PM EST

261,22 -3,06 (-1,16 %)
Antes de la apertura: 7:41AM EST

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  • a
    apple
    $AAPL conversation
    fangg may start to get bids this week.its the saftey play and apple and amazon are really beaten down.alphabet is up quite a bit this year and fb is barely down compared to apple and amazon.amazon is worrisome because stores reopening means less amazon traffic.Apple is down because of money shift into value,its only a blip for apple,the rotation from apple to value will reverse soon.alphabet never got a good rise in pandemic and is making up ground now,alphabet still has 10-20% upside.facebook is maxed now and wont gain much this year,10% ish.netflix will fall 20% now that people will cancel and disney is kid king.parents that need to chose will pick disney.
    $fb $appl $amzn $goog $googl
  • M
    Mango
    $SNAP conversation
    While I'm new to this board, I figured I would share my thoughts on $SNAP at ~$57/share and why I see a tear to $100. Used to be a bear, even held a short, but am now heavily exposed on the long side for a few reason. Firstly, $SNAP has great demographic exposure: the young audience. A case can be made (Big E) that TikTok is stealing users away from $SNAP. But it's just not true. In 4Q, $SNAP added a record number of sequential DAUs, and was able to monetize them at scale. In addition, we saw ~58% gross margins in 4Q (and that factors in an acceptable 500bps headwind from Spotlight) as $SNAP builds out their TikTok competitor in Spotlight. At this point, $SNAP has raw ARPU inertia going for it. In 2020, $FB monetized their global user base at ~$45/DAU. SNAP is at ~$10. So, you've got a 4.5x revenue growth opportunity from improved monetization alone, not even factoring in user growth, which has been accelerating (in terms of sequential adds). Now, the company is guiding for multiple years of ~50%+ rev. growth based solely on monetization expansion, implying that the 50% number could be conservative. This puts it among the top tier growth companies in tech, meaning a premium valuation is warranted.
  • M
    MrPocket
    Earnings will only be better from here on out... Doesn’t take a genius to see that one coming...

    Buy the Airlines!!!

    #AAL #UAL #BA #LUV #JBLU #DAL #MESA #ALK #SKYW #HA #^DJI #^IXIC #GOLD #TSLA #AAPL #GME #MSFT #FB #AMZN #GOOGL #EBY #GME
  • b
    brr
    $AAPL conversation
    You know what I think is going to happen. Nasdaq is going to pullback to $10926 level.

    $msft $goog $fb $amzn $nflx
  • b
    bullseye
    $AAPL conversation
    Apple and Yahoo Finance working so hard tonight to show people that rising treasury yields doesn't mean inflation because biden's dog Janet Yellen said so. A whopping 1 paragraph FRONT page article from reuters. They're hoping enough of you linger around so that whales can cash out. Yahoo was the original wall street bets that pumped Cathie Wood's thesis on Tesla and they would censor every post on their forums. Big tech got you guys good and apple with yahoo finance did a great job steering information. I guess it doesn't matter how dirty the money is. As long as you make it.

    $fb $amzn $goog $nflx $msft $ba $zm $ual $ccl $dal
  • M
    Mango
    $SNAP conversation
    Growth tech names like $ZM $TSLA $SNAP $PINS $SFIX $TWLO $NVDA $TWTR etc. selling off for a simple reason. Powell saying that when the economy returns to normal so will inflation. This leads to strong fundamentals growth (booming economy) but rising rate environment. Rising rates hit DCF discount rates on growth stocks (all of the aforementioned names have huge multiples). This means the highest multiple stocks start coming back to reality. I've been rolling back into my highest conviction names. As fundamentals show their strength, the market will likely get over the temporary valuation correction and re-rate growth names higher. I'm not going long value tech ($INTC or $FB or $AAPL), I'm going to stick to what works. Long $PINS and $SNAP more specifically.
  • A
    ANGELO
    AMC Entertainment Holdings, Inc.
    $AMC- $AMC raised $2.2billion
    -WANDA only sold 2 million shares, still has 44million.
    -1000+ theatres
    -11000+ screens
    -13 theatres in NYC (Opening up soon)
    -50 people per screen.
    -Mask required

    $amc $gme $nio $gevo $bngo $fb $nok $bb $amzn $koss
  • M
    Mango
    $SNAP conversation
    In order to understand why $SNAP is trading where it's trading (valuation wise), we have to understand the story and the long-term picture. Here it is (from a bullish perspective: $SNAP delivers comparable ad ROI returns to that of $FB and gets similar ARPU grab to $FB (~$45-$50/DAU annually). Keep in mind, $SNAP will likely drive far more advertiser value than $TWTR long-term while $TWTR is already monetizing at $16-$17/DAU annually.In addition, $SNAP continues to expand its international use as the rebuilt Android design draw in the international crowd. Keep in mind that $SNAP is still early-innings in many of these international markets, so there is a lot of room for expansion. So, let's value $SNAP. What's it really worth. Well, to understand that, let's try to think about where the business will be in a decade. Here are the numbers behind the narrative:

    - ARPU of $45
    - DAUs of 500mln
    - Revenue of $22.5bln
    - 87% gross margins ($6 of CoRPU, mostly infrastructure/revenue share, and content creation costs)
    - ~$6 billion in OpEx (vs. ~$2.2B in 2020)

    On the current share count of ~1.5B shares, 2030 $SNAP is doing ~$9/share in EPS. Assuming a 4% earnings yield (basically 25x earnings) for a high margin, high growth tech business, which is roughly in line with present-day $FB, then $SNAP can be worth ~$225/share in 2030. Discounting back at ~7%/year (low rate environment, moderating equity beta, low ERP) I'm at a 2022 year end PT of ~$125/share.
  • M
    MrPocket
    As if everyone forgot about the epic week last week???

    You all haven’t seen anything yet...

    Remember when it tanked down because of the fear in the beginning of the pandemic??? Was that nothing???

    Billy Bong Bong===

    If it can drop like a ball... It can bounce like a ball... That the way of the Wall.....

    Buy the Airlines!!!

    Follow Mr. Pocket by hitting the follow button.......

    #AAL #UAL #BA #LUV #JBLU #DAL #MESA #ALK #SKYW #HA #^DJI #^IXIC #GOLD #TSLA #AAPL #GME #MSFT #FB #AMZN #GOOGL #EBY #GME
  • M
    Mango
    $SNAP conversation
    Bull case on this stock is a run to $100+ on fundamentals. Once $SNAP can deliver market-rate eCPMs comparable to $FB, ARPU can run to $FB levels (~$45-$50/DAU). $SNAP has not content moderation expenses and so you can conceivably get to 55-60% operating margins long-term, blowing through even peak $FB operating margins. Take a step back, take a long-term view, understand the story, and discount back to present value. I'm at ~$100+ on $SNAP fundamentals wise.
  • M
    Mango
    $SNAP conversation
    Now, I do admit $SNAP is mostly saturated domestically and in Europe in terms of usage. The real user growth opportunity is going to come from international (think Mexico, East Asia, Latin America, etc.) where purchasing power is lower, but Android is the predominant mobile operating system. In $SNAP's Analyst Day event they highlight the ways they are going to sustain strong engagement. At this point in time, $SNAP has differentiated itself enough from the competition that the risk of competition grabbing users is likely minimal. It's happened before, but $SNAP's platform has grown and evolved since then, adding new, entrenching features to retain and add users. In addition, because of it's privacy-centric and content-moderation lite structure, $SNAP will not incur costs that a $FB or $TWTR would from content moderation, meaning their operating margins could actually be much higher long-term than anything $FB or $TWTR is doing. At the end of the day, I'm focused on the long-term of this company. The biggest concern about this company is it's valuation. And believe me, I understand the concern. At ~15.7x '22 revenue, it's not cheap. Or is it? Let me break down my valuation for this business, and why it could generate so much more in returns than $FB or $TWTR.
  • C
    Chris
    Watch $BB buy back their own shares with the $FB settlement funds... $30 by EOM
  • M
    Mango
    $PINS conversation
    Hello all. I figured I would lay out why I'm a long-term bull on $PINS and why it is one of my favorite names within the social media advertising universe. First of all let's understand the value propositions for $PINS from both an advertiser and a user perspective:

    Starting with the users. Users love $PINS because it's simply a different type of platform. This isn't a platform where the most engagement (likes, comments, etc.) wins (like $TWTR or $FB). It's an inspiration engine of sorts. If you want to get ideas for a vacation, or how to redecorate your house you use $PINS. $PINS is like an inspiration search engine. The more you show $PINS about what you enjoy on the platform, the more they can curate specific content to you. The social aspect is the exchanging of inspiration. This leaves users with a sweet taste in their mouth after using the platform, whereas $FB and $TWTR users tend to be more bitter after using the app (think of the crazy political discourse on those apps). The stats back it up: 47% of $PINS users have an intent to purchase vs. mid to high teens on other platforms. This isn't a social media platform, it's social commerce.

    For advertisers: Users have high purchase intent, there is a lot of first party data that $PINS has on platform to better target and curate ads, and it doesn't have the PR backlash of advertising on $TWTR or $FB. Sure, you might not get the third party targeting, and the automated ad platform is still in the early innings, but the long-term value proposition for advertisers is there: 459 million people are looking for inspiration. Give it to them.
  • G
    Gloria
    Microsoft Corporation
    In 2021, there will be a new explosive trend in the VR/AR field. $MSFT $GOOG $WIMI $FB
  • b
    bullseye
    $AAPL conversation
    1.9 TRILLION passed in the senate with $1400 stimulus checks. You can cut this two ways. Bulls are going to say YAY $1400 stimulus going to jack up stocks!!! Bears are going to say yeah you idiots 1.9 trillion dollars more in inflation which is going to increase treasury yields which is going to bring down tech and growth stocks. Tech stocks had an unprecedented run up during a pandemic. You think $1400 stimmys is going to help bring up your precious stocks up. Fundamentals matter at some point. Tech is going to bring down the overall market but recovery stocks won't get hit as hard. Plain and simple. Democrats don't care about Americans anymore. ONLY their special interests and the funny thing is a lot of people including young millenials are paying attention to politics now because all they can do at home is watch what is happening in the politicial climate because of covid. politcs was boring before but now it's center stage. EVERYONE is watching.

    $msft $amzn $fb $twtr $goog $nflx $zm $pltr $ba $ual $dis $ccl $nclh $aal $dal $rcl
  • G
    Goodmorning!
    $NIO conversation
    10 year at 1.608?????
    What????
    We are dead for sure!!! BYE BYE!
    OMG! $amzn, $gm, $msft, $pltr, $tsla, $bft, $gme, $amc, $fb
  • H
    HIKE RATES, INFLATION SKYROCKETS
    $^IXIC conversation
    FINANCIAL CRISIS IS IMMINENT! Oil Price is in the MEGA BUBBLE! US Stocks are in the MEGA BUBBLE! INFLATION IS SKYROCKETING! The situation is exactly the same as 2008 Pre-Crisis!
    The US Government is PUMPING Oil Prices artificially, DESPITE Shrinking Demand and Exponentially rising supply! Oil price went up from $1.00 to $60.00 in no time FOR NO REASON, thanks to FED. Soon, Oil will be USELESS and WORTHLESS, but the US Market Makers are seeing commodities as PUMP and DUMP Schemes!!!
    FINANCIAL CRISIS IS COMING!!! US STOCKS WILL COLLAPSE BIG TIME!
    A HEAVY CORRECTION IS IMMINENT! The US Stocks are EXTREMELY OVERVALUED and OVERBOUGHT!
    SELL ALL US Stocks in this TULIP MANIA BUBBLE!
    INFLATION IS SKYROCKETING as the FED continues to PUMP the Price of everything, stocks, oil, gold, home, land, commodities, utilities, food prices and everything!
    The World Economy is Collapsing, people are starving, but the US Market Makers are too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working!
    Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme!
    Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) BUBBLE has almost Doubled!
    S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 3700.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings!
    The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING!
    US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA BUBBLE right now!!!
    $AMD $NVDA $AMZN $AAPL $SQ $SHOP $SNAP $TWLO $CRM $ROKU $ADBE $DB $BAC $JPM $MS $GS $TWTR $TSLA $IBM $INTC $MSFT $GOOG $LMT $BA $TXN $NXPI $LRCX $NKE $DIS $EBAY $X $MA $V $S $T $F $GM $NFLX $CSCO $CAT $MMM $SBUX $TGT $WMT $ATVI $EA $TTWO $MCD $AVGO $JNJ $BIDU $BZUN $BABA $MU $AMAT $QCOM $WFC $BBBY $PFE $GE $WDC $BLK $KO $UA $ABBV $GILD $BB $ORCL $RH $KEM $IQ $GRPN $PYPL $MA $MOMO $JD $WBA $CVS $FB $W $BBY $SKX $FL $EFX $ETSY $W $UNH $SAP $GPRO $KHC $DPZ $PEP $LYFT $UBER $BYND $ZM $OLED $XOM $CVX $DAL $UAL $AAL $LUV $SAVE $AXP $SPCE $NCLH $CCL $NKLA $NIO $ZM $XPEV $QS
    https://www.businessinsider.com/national-debt-problem-of-free-money-stimulus-checks-covid-relief-2021-1?r=DE&IR=T
    The debt crisis in the US is similar to global warming — it is an incremental but enormous phenomenon that could trigger disaster at any given point.
    The debt crisis in the US is similar to global warming — it is an incremental but enormous phenomenon that could trigger disaster at any given point.
    www.businessinsider.com
  • M
    MrPocket
    People in the media are saying people would sacrifice their marriage to go on vacation...

    Follow the Demands...

    Airlines is the backbone to the traveling industry...

    The TravelWar has begun...

    Buy the Airlines!!!

    Follow me and you shall receive....

    #AAL #UAL #BA #LUV #JBLU #DAL #MESA #ALK #SKYW #HA #^DJI #^IXIC #GOLD #TSLA #AAPL #GME #MSFT #FB #AMZN
  • G
    Goodmorning!
    $NIO conversation
    anyone some vasoline??? $amzn, $gm, $msft, $pltr, $tsla, $bft, $gme, $amc, $fb
    You can use it where it WILL hurt like last Friday!
  • M
    MrPocket
    Stimulus package is about to pass!!!

    Vaccines by J&J is a big winner...

    Surge in Spring Break getaways...

    A ton of pilots haves been called back to duties...

    TravelWar is among us...

    BUY THE AIRLINES!!’

    #AAL #UAL #BA #LUV #JBLU #DAL #MESA #ALK #SKYW #HA #^DJI #^IXIC #GOLD #TSLA #AAPL #GME #MSFT #FB #AMZN