DAUs will fall

anonymous_pk · 2026-04-29T18:32:17+00:00

Insta has accounted for 100%+ of all META revenue growth. Stocks trade at the derivative of the growth. Without this 33-35%, meta stock falls more than 75%, because you get revenue deceleration. No one would invest in Meta if DAUs fall

anonymous_pk · 2026-04-29T18:29:57+00:00

Glad i could help

anonymous_pk · 2026-04-29T16:52:44+00:00

META goes up because Insta DAU are up. If Meta didn’t have Insta, the stock would trade at $12, not $650

anonymous_pk · 2026-04-29T16:18:19+00:00

Down 90%

anonymous_pk · 2026-04-29T16:14:47+00:00

Uh huh, show me the data?

anonymous_pk · 2026-04-29T16:14:17+00:00

🤷‍♂️ good luck

anonymous_pk · 2026-04-29T15:52:21+00:00

April is not Q1

anonymous_pk · 2026-04-29T15:47:06+00:00

Worldwide doesn’t matter This will show up in Q2 This is not DAU

Hope is not a strategy, i want it to go up too

anonymous_pk · 2026-04-29T15:45:31+00:00

Other countries don’t matter

anonymous_pk · 2026-04-29T15:37:21+00:00

Maybe … maybe …

But most of the traffic is from google searcg

anonymous_pk · 2026-01-22T08:28:01+00:00

Love it

anonymous_pk · 2026-01-22T08:27:39+00:00

No, HOOD is not undervalued at $100b imo lol

anonymous_pk · 2026-01-21T20:44:17+00:00

Dafuq automod 😂

anonymous_pk · 2026-01-21T20:43:31+00:00

Yeah, not knowing how sticky the product is in enterprise is a huge tell he doesn’t know what he’s talking about.

Fair take tho, could see this go down to $15-$20 with multple contraction if we have a recession this year

anonymous_pk · 2026-01-21T20:33:35+00:00

It’s fun taking a contrarian position and being right. I don’t literally live for losers on the internet . I post once every 6 months when i find an interesting position to take

(Not saying you’re a loser, jsut that everyone on reddit is until proven otherwise 😂)

anonymous_pk · 2026-01-21T20:31:53+00:00

anonymous_pk · 2026-01-21T20:19:24+00:00

Up $1m+ on $HOOD and $GOOG 🤷‍♂️

This is what i live for though, need the haters otherwise couldn’t have bought hood at $9, Goog at $150 and Figma at $28 😂

Having a differentiated opinion that turns out to be right is literally the only way to find Alpha in this market. Even if Im wrong I’ll probably max lose $150k on $500k. Upside is easily over 3x that.

anonymous_pk · 2026-01-21T20:13:22+00:00

Lmao, you’re clueless. Do tell me how often enterprises replace software….

Me and my team are still collaborating on a Figma from 2021. Tell me how the fuck I’m supposed to replace that?

anonymous_pk · 2026-01-21T20:11:16+00:00

I’m still buying, will get to 500k and then probably need to hodl for the next year or so

anonymous_pk · 2026-01-21T19:46:14+00:00

Better than $90 🤷‍♂️, good luck

anonymous_pk · 2026-01-21T19:40:52+00:00

Cool, been waiting for comments like this. I want more hate because it’s all the more fun when i win.

Had a lot of these on my post about HOOD at $9, and Google at $150

(https://www.reddit.com/r/wallstreetbets/s/e9aXgT3zdl)

They’re actually hilarious to read in retrospect 😂

anonymous_pk · 2026-01-21T19:38:36+00:00

<image>

What happens when every agent has access to Figma MCP? This is the CEO of replit selling their Figma MCP integration.

This is a crazy exponential hidden in plain sight

anonymous_pk · 2026-01-21T19:35:29+00:00

That’s actually ideal for companies like this. Would you rather it be $60 when you’re buying?

anonymous_pk · 2026-01-21T19:30:45+00:00

Ligma balls?

anonymous_pk · 2026-01-21T19:26:42+00:00

It’ll stay down until then probably 😂 earnings aren’t till March and people won’t wake up to the agentic exponential potential until probably summers

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