Analyst: $META likely a near-term funding short as Zuck's AI strategy looks lost
matt_slotnick · x · 2026-10-22
An analyst argues $META trades poorly near term and may become a funding short again. Key points:
- Zuck has been "flying blind" on AI (by his own admission), and the latest earnings call didn't help.
- Monetization timing for Muse feels very uncertain.
- Anecdotally, the author and everyone they've talked to struggle to find reasons to use Muse regularly.
The poster replies with Meta's meme line: "senator, we run ads."
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