Meta Biggest Drop Ever: Capex Concerns Back, Enters Buy Zone Again?

Meta plunged 8% in its worst session since October 2023. First, a landmark ruling from a California jury on Wednesday found Meta and YouTube liable for "negligent platform design" leading to social media addiction in minors. Simultaneously, Meta confirmed it is expanding its El Paso, Texas data center project from a $1.5 billion initial plan to a staggering $10 billion megaproject. Aiming for 1 Gigawatt (1GW) of power capacity by 2028. Can Meta maintain its 30%+ operating margins if "Addiction Taxes" (legal settlements) become a recurring cost? Is it entering buy zone again?

Having a good buy in for Mag7
avatarCayChan
04-01 13:17
What actually happened $Meta Platforms, Inc.(META)$   • Meta Platforms dropped ~8% — headline says “biggest drop” • Trigger narrative: 1. Legal risk (jury ruling involving YouTube + Meta) 2. Capex fears (AI spending getting out of control) Here’s the problem: both are known risks. Nothing structurally new. ⸻ Your first mistake to avoid Thinking: “Big drop = opportunity” That’s amateur thinking. You need to ask: Did the intrinsic value change, or just the narrative? ⸻ Break it down properly 1. Legal ruling — real risk or headline bait? • “Negligent platform design” sounds scary • But: • Appeals can take years • Financial impact unclear • Big Tech has a long history of absorbing fines like rounding errors 👉 Translation: short-term sen
avatarzhingle
04-01 12:48
🔥 META’S PERFECT STORM: $310B Wiped, $135B Bet, & The Question Every Investor Is Asking Is this the buying opportunity of 2026 — or the beginning of something much darker? 💥 What Just Happened? Meta Platforms delivered a moment of silence on trading floors on March 27, 2026. Its stock lost about $119 billion in market value in a single session, falling 8% to close at $545.75 — its lowest level since April 2025. Even more brutal: Meta shares are now down 33% from their all-time high, dramatically lagging the Nasdaq 100 this year, and have lost $310 billion in market cap in March alone. For context — that’s more than the entire market cap of Nike, Starbucks, and Goldman Sachs… combined. 😳 ⚖️ The “Addiction Tax” Is Now Real This wasn’t just one bad headline. It was two gut-punches in rapi
avatarL.Lim
03-30
It is ridiculous that despite the chaos sowed by the us president, the world is still so beholden to the usd and to the us treasury bonds. So much so that gold faces a slide while the war rages on. All because gold does not gain interest, but the war holds interest rates up and therefore it was deemed better to head back into us markets because interest rates will not be coming down any time soon.
avatarHSYeoh
03-30
Good
Sectors: Middle East tensions and oil volatility led the S&P 500 and Nasdaq 100 to fall 2.12% and 3.23% respectively. High-valuation AI and tech sectors retracted, while traditional energy stocks strengthened alongside rising oil prices.
U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again: 10-year U.S. Treasury yield hit 4.43%, highest in over 8 months. Jobs ahead: March jobs report due Friday; Feb saw 92,000 job losses, third decl

Weekly: Indexes Extend Losing Streak, Energy Outperforms, Jobs Data & Good Friday Ahead

Last Week's Recap 1. U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again
Weekly: Indexes Extend Losing Streak, Energy Outperforms, Jobs Data & Good Friday Ahead
Nonsense news to sell META. check the weekly and monthly charts for support levels. Check all the moving averages 50, 100, 150, 200.. when stock price falls to there, buy in small amounts. Guaranteed won't go wrong
$$$$$$$$$$$$$$$$$$$$$$
avatarWeChats
03-28
Meta’s Brutal 8% Wipeout: A Warning Sign or the Ultimate Buy Zone? Meta just suffered its worst single-session bloodbath since October 2023, plummeting 8% and wiping out billions in market capitalization in a matter of hours. The catalyst? A toxic cocktail: a landmark California jury ruling against the company, combined with the sudden, terrifying return of capital expenditure (Capex) fears. Wall Street is suddenly asking a very uncomfortable question: Is Mark Zuckerberg’s beloved "Year of Efficiency" officially dead? Let’s cut through the panic and look at the actual risk/reward. 1️⃣ The Double Whammy: Legal Shockwaves vs. Balance Sheet Fears The headlines are currently dominated by the California jury verdict, which threatens core engagement mechanics and brings regulatory headwinds back
I will wait awhile & hope to buy below $500. 😅
avatarPatmos
03-28
No I would Not buy META here it's a falling knife 
avatarKekemon
03-28
Yes. Slow accumulate.😊
Will share this with friends 

Google’s New Tech Hits Micron & Semis—Sell or Buy?

On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of
Google’s New Tech Hits Micron & Semis—Sell or Buy?
$META is now trading below its 100-week moving average for the first time since 2022/2023 🚨 Historically, buying below this level has worked out pretty well 📈🤑
$META is now trading below its 100-week moving average for the first time since 2022/2023 🚨 Historically, buying below this level has worked out pretty well 📈🤑
Every Magnificent 7 stock has officially seen double digit downside… Here is how far these names are from their 52 Week highs: $MSFT -34% $AMZN -20% $META -30% $TSLA -25% $NVDA -20% $GOOGL -20% $AAPL -12% This selloff is starting to become a full blown market crash…
Did this trader just make the play of a lifetime? At ~2:45PM yesterday, someone bought 500 $META 550-strike puts for $7,500 total. These contracts were worth 0.15 ($15) each at the time, with only 2 days until expiration. With a steep 8% drop in $META today, these contracts are now worth a staggering 7.70 ($770) each, or a total value of $385,000. That's a 50x return overnight.