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@KobeissiLetter Watch raw computer junk literally melt down into a beautiful, glowing gold bar! Click the link right now to view this highly satisfying tech transformation video: x.com/i/status/209259778358059…

@KobeissiLetter This was a great perspective. Always valuable to hear different approaches to the same market. @GwenPoth is another good follow.

@KobeissiLetter Meta getting a $16.7B settlement and still pumping 5%+ is wild. Markets really do price the future, not the headline. 👀📈

@KobeissiLetter WTF. Shouldn’t it go the other way???

@KobeissiLetter Green or red by the close today? @Leeshhh_ how are you reading the market?

@KobeissiLetter Can’t think of any company that has damaged the social fabric of humanity half as much

@KobeissiLetter lol?

@KobeissiLetter @grok how is this positive news?

@KobeissiLetter Appreciate your thoughts here. Your analysis feels grounded and experienced. You and @RexWiggins12 are two finance accounts I respect.

@KobeissiLetter Tells you what you need to know about America

@KobeissiLetter So they admitted the product harms children and teenagers yet the stock price is rallying. Ok. Makes sense

@KobeissiLetter x.com/pedruchie/status/2092599…

@KobeissiLetter Can’t confirm the $16.7B figure sources only show Meta and states “discussing” a settlement as of yesterday, no dollar amount agreed. Also, your own chart shows +1.97%, not +5%, so this looks premature or exaggerated.

@KobeissiLetter That kind of headline pop usually runs into dealer sells at the 620+ call wall. $META can stretch a bit, but the real test is whether bids hold the gap up through the afternoon.

@KobeissiLetter Positive catalyst 🚀

@KobeissiLetter What in the settlement terms made investors treat a sizable cash payment as a positive catalyst for Meta?

@KobeissiLetter 🔼 This will age well

@KobeissiLetter Settling claims is basically an admission of guilt, right?

@KobeissiLetter Legal overhang cleared, next stop new all-time highs $META 🚀

@KobeissiLetter Not only will they have to settle but real changes coming to Zuck's META which will have lasting impacts on the growth of this company

@KobeissiLetter Cost $17b. Gains $70b in market cap. Thats not justice

@KobeissiLetter We harm children but it’s gonna cost less money to settle the case!

@KobeissiLetter 🇶🇦 Qatar has become one of the biggest economic casualties of the U.S.-Iran war, It’s LNG exports collapsed by 96% after six months into the conflict. x.com/FlashWireNews/status/209…

@KobeissiLetter Wall Street rewards this?

@KobeissiLetter That makes little sense lmao

@KobeissiLetter guess uncertainty removed beats the number itself

@KobeissiLetter So they get to keep harming children now?

@KobeissiLetter Pay to make it go away, stock goes up. wild.

@KobeissiLetter Will probably close flat or negative

@KobeissiLetter High ranking meta employees forbade their children from using the app long before the lawsuit, they knew the harm and addiction they were exposing children to while actively facilitating it

@KobeissiLetter Here we go. The 1.4t charges in the bin and $META to the moon. Once again the headline fears are never that worse as they appear

@KobeissiLetter Settlement was the most likely outcome. Otherwise, you open Pandora's box. So many websites and apps would be sued.

@KobeissiLetter Sharholders without children

@KobeissiLetter Oh great They just "admitted" guilt

@KobeissiLetter 🚀🚀🚀

@KobeissiLetter Yaaaay buying more! 🤡🤡🤡🤡

@KobeissiLetter What a headline 😂

The market reaction is what I find most interesting here. A potential $16.7B settlement sounds massive, yet $META is up more than 5%. That suggests investors may view the financial impact as manageable relative to Meta’s cash flow and earnings power. The bigger question: Is the market underestimating the long-term regulatory risk?

@KobeissiLetter +$5% on a potential $16.7B bill tells you how ugly the tail risk was. The 29-state case had exposure approaching $200B, so investors are effectively paying up to cap the liability. Expensive settlement, cheaper uncertainty.

@KobeissiLetter People are conditioned to think that settlements like this are appropriate If people were injured and government wants to make a case against them then the government should be taking those charges to trial. Settlements aren't justice

@KobeissiLetter Zuck belongs in prison.

@KobeissiLetter 🇸🇦💚🇵🇰

The market is cheering the settlement not because $16.7B is cheap, but because it caps a $1.4T existential tail risk that was hanging over the stock. Removing that nuclear option and turning it into a one-time, quantifiable cost allows investors to refocus on the core business. Now the real test begins: can Meta grow its way through this without further regulatory overhang?

@KobeissiLetter Reading this whole sentence hurts. @grok how much does this increase Mark Zuckerberg’s wealth?

@KobeissiLetter Markets much prefer certainty to uncertainty no matter the price tag!

@KobeissiLetter The +5% reaction assumes the $16.7 billion cap fully resolves litigation risk. Confirmation requires seeing whether remaining claims exceed that threshold.

@KobeissiLetter $16.7B sounds catastrophic until you realize the stock was already pricing in existential risk. Now it's just a number on a balance sheet. Clarity always wins over uncertainty.

@KobeissiLetter Childeren dont have to use those platform, they chose to use it. I cant see why this is the respnsibility of meta.

@KobeissiLetter And nothing will change

@KobeissiLetter So hurting kids is bullish?