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← @lorenzobolsa

$META

BEARISH2026-10-21
Price around the call
↓ 2026-10-21
By horizonMaturing · ~17 trading days to go
1d
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5d
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21d
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Original post
Lorenzo Couget · 2026-10-21

🚨 $META acaba de tener un trimestre UNICO. Core business acelerando, Muse empezando a mostrar cómo podría monetizarse y Zuckerberg redoblando la apuesta por IA. Lo más importante (cortito)👇 1. El negocio base sigue volando Revenue: US$64.600M, +26% YoY Advertising: US$63.100M, +26% Ad impressions: +10% Precio promedio por anuncio: +14% Daily Active People: 3.640M, +3% Y el tiempo por usuario en Instagram alcanzó un máximo histórico, creciendo a doble dígito YoY. Crecer 26% sobre una base de US$64B por trimestre no es normal. 2. Muse empieza a ser mucho más que un chatbot Zuckerberg dijo que el uso más común hoy es shopping. La compra promedio ronda los US$200 y Meta planea cobrarle a los negocios un fee por las transacciones que Muse facilite. Además habrá suscripciones por mo

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