🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-27 08:07:43时区推断·⟳ 抓取 06-03 23:02:49回填·⚡ 决策 06-17 23:34:45·131.9 天前
KOL发帖认为社媒板块近期跌幅过大，主观看好RDDT与META抄底机会
📄 原文Serenity↗ 原文
Are we not using social media anymore? $SNAP down -50.6% YTD $RDDT down -44.6% YTD $PINS down -32.2% YTD $META down -26…
不做 RDDT.US
纯KOL主观抄底观点，无新基本面催化剂，社媒板块面临AI冲击与广告逆风担忧，左侧接飞刀缺乏短期edge
不做 META.US
纯KOL主观抄底观点，无新基本面催化剂，大盘股左侧抄底缺乏短期事件驱动edge
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原文全文
展开原文 · 625 字
Are we not using social media anymore?
$SNAP down -50.6% YTD
$RDDT down -44.6% YTD
$PINS down -32.2% YTD
$META down -26.35% 6M
Companies like Snapchat with excessive SBC makes sense…
Yeah there’s bear cases around Meta capex but it’s growing forward revs 30-33% Y/Y round ~17 fwd p/e so that spend is definitely delivering ROI.
But at this point the selloff looks way overblown especially with Reddit with fwd ev/fcf: ~24x; 91% gross margins, 52% growth?
Everyone’s hyper focusing around “AI” disruption but if anything, it makes these social media companies more lean/profitable.
I’m a buyer here. But a confused one.
$SNAP down -50.6% YTD
$RDDT down -44.6% YTD
$PINS down -32.2% YTD
$META down -26.35% 6M
Companies like Snapchat with excessive SBC makes sense…
Yeah there’s bear cases around Meta capex but it’s growing forward revs 30-33% Y/Y round ~17 fwd p/e so that spend is definitely delivering ROI.
But at this point the selloff looks way overblown especially with Reddit with fwd ev/fcf: ~24x; 91% gross margins, 52% growth?
Everyone’s hyper focusing around “AI” disruption but if anything, it makes these social media companies more lean/profitable.
I’m a buyer here. But a confused one.
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