- Entry
- $606.10
- Final
- $550.25 -9.2%
- Target
- —
- Score
- +0.92
Meta is trading at roughly 26x forward earnings on the assumption that ad revenue compounds forever. That assumption has more holes in it than the market is pricing. The entire business model rests on unrestricted cross-platform targeting — Instagram, Facebook, WhatsApp, Messenger all feeding one ad stack. The EU already forced Meta to offer subscription alternatives in Europe to comply with data laws. The FTC antitrust suit targeting the Instagram and WhatsApp acquisitions is still very much alive. If they …
— ORIGINAL POST ·
$META puts — the ad business looks bulletproof until you stress-test the regulatory assumptions
· r/options
· Mar 30, 2026