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@DeItaone short that thing NOW 🏳️

what i notice is the timing of the upgrade, not the upgrade itself. evercore reiterates bullish the moment the lawsuit settles, which tells you the bull case was never blocked by the business, it was blocked by not knowing the size of the bill the mechanism: analysts can't model an open-ended legal risk, there's no number to plug in. a settlement converts a scary unknown into a line item, and a line item can be priced. that's what "removes the overhang" actually means i'd stay honest about the limit though. this clears the legal uncertainty for the model, but "other lawsuits remain" is doing quiet work in that sentence. the overhang got smaller, not gone, and the harm the case was about isn't what a price target measures

@DeItaone Evercore published outperformance before meta published settlement.

@DeItaone Big legal overhang finally getting lighter for $META. Still risks ahead, but removing one major headache is bullish

@DeItaone 👆 Most won’t act.

@DeItaone $11.66 billion is basically a rounding error for $META Zuck spends more than that on VR headsets nobody wears.

@DeItaone Settling legal scores can be quite the investment strategy; it seems Meta just took a solid step towards a more harmonious future.

@DeItaone x.com/robchamo/status/20926191…

@DeItaone $11B+ is nothing for Meta, overhang cleared, bullish.

@DeItaone $11.66B is indeed not a big number for Meta, and the stock price is expected to continue to strengthen after the legal uncertainty is lifted. Evercore maintains a reasonable target price of $860.

@DeItaone $META basically bought certainty at a discount. Even the high end, $16.68B, is under 2% of its market cap, while Evercore’s $860 target says investors care more about removing the tail risk than the cash hit.

@DeItaone Evercore 860 after an 11.66 billion floor settlement. the legal ceiling just got a number. that is why Meta popped, not because ads suddenly improved.

@DeItaone $11.66B is apparently the bullish catalyst

@DeItaone $META looks strong here. Legal uncertainty easing could give the stock another boost

@DeItaone Such a dogshit underperformer though, if you actually look at the data x.com/1HappyQuokka1/status/209…

@DeItaone I need $META to get in the $600s x.com/jusmentrades/status/2092…

@DeItaone Echoes of history call, urging brave souls to journey forth.

@DeItaone META has to make structural and operational changes age there by loosing ad revenue on top of $18Billion fine. Already META cash strapped with raising capex. good time to short sell META

@DeItaone Thank you for sharing this insightful post!

@DeItaone worth adding the structure from Meta's newsroom post: roughly $18B total, spread over 10 years. about $12.7B of that is guaranteed and about $5.3B is contingent, so the top figure reads more like a ceiling than a fixed cost.