Mark Zuckerberg is back at it again, folks… borrowing “inspiration” like a kid peeking at their neighbor’s math test. This time, Meta’s fearless leader has rolled out a shiny new feature called Community Notes, which is… well, just Elon Musk’s Community Notes but with a fresh coat of Zuckerberg blue.
Meta announced that it’s using the same open-source technology from X (formerly Twitter) to power its Community Notes system, which will allegedly revolutionize fact-checking on Facebook, Instagram, and Threads. But let’s cut to the chase… this is just Zuck doing what Zuck does best. The man didn’t invent Facebook with ideas and a computer… he lifted it straight from the Winklevoss twins’ group project at Harvard. Now, he’s taking another page out of Elon’s playbook. Maybe next week, he’ll announce a Tesla knockoff called the MetaMobile.
But while Zuck is busy scribbling down Musk’s homework, investors are sweating bullets. Analysts all over the internet are predicting that Meta’s stock could freefall all the way down $200 per share… a 67% drop from current levels. If that happens, Meta would be trading lower than the time Zuck spent billions on the Metaverse, only to find out that no one actually wanted to strap on a sweaty VR headset to meet their digital landlord.
Meta’s current price tag of around $600 per share might seem stable, but history says otherwise. The last time Meta tanked this hard (see: 2022), it lost over 70% of its value in just a few quarters. And right now, with AI wars heating up, an unpredictable economy, and Meta burning through billions on infrastructure, the warning signs are flashing like a stockbroker’s monitor during a market crash.
The company’s AI-driven engagement is up, sure… but at what cost? Meta is set to spend $60-65 billion on capital expenditures in 2025, betting the farm on AI models like Llama (get it?). That would be fine, except Chinese competitors like DeepSeek are rolling out AI at a fraction of the cost, making Zuck’s spending spree look more like a desperate attempt to stay in the race. Based on all the Meta bears I’ve seen coming out of their caves, investors aren’t thrilled.
Meta’s business thrives on advertising, and that’s great… until it’s not. With inflation, consumer spending tanking, the overall economy sucking, and the latest round of trade tariffs from Trump, companies are tightening their ad budgets. That means less revenue for Meta and more potential reasons for investors to hit the eject button.
Meta’s new Community Notes system is supposed to be a better, more “scalable” fact-checking alternative. Instead of relying on third-party fact-checkers, it’s outsourcing the job to random internet users who can submit and rate fact-checking notes. This sounds great in theory… like Wikipedia, but for misinformation. But in practice? X has already shown that these kinds of systems can be slow, inconsistent, and vulnerable to being gamed by agenda-driven groups.
On Elon’s platform, Community Notes have struggled with serious issue… latency (it can take up to 70 hours for a note to appear, long after a misleading post has gone viral), lack of enforcement (flagged posts don’t get penalized or demoted), and a general Wild West atmosphere where the loudest voices win. Now, Meta is rolling out the same exact system, expecting different results. If you’ve ever tried to explain something to your toddler only for them to do the opposite, you know how this will go.
Meta’s notes will function similarly… contributors can add context to posts, and if both sides of an issue agree that a note is helpful, it gets published. That’s a nice idea, except that getting people with opposing views to agree on anything is like trying to get a group of crypto bros to admit their favorite token is a Ponzi scheme (Mission: Impossible).
So is Meta in huge danger? Not necessarily, but the company is playing with fire. If the economy stays tariff-y and AI competition keeps heating up, Meta’s earnings could take a serious hit. And if its shiny new fact-checking system turns into a bad experiment (like X’s has at times), it won’t win any points for credibility.
Right now, the biggest thing keeping Meta afloat is its ad business, which still prints money like Jerome Powell in 2020. But with analysts setting their price targets at $200, investors might want to start asking some tough questions.
PS: Recently, I broke down a stock that both Nancy Pelosi and Cathie Wood just bought… but here’s the thing: it was only available for premium members.
Not only did I reveal the stock, but I also dissected Nancy’s trade structure, proving she’s in it for the long haul. If you weren’t a premium member, you missed the breakdown on why her entry signals serious conviction… the kind of insight that separates smart traders from the ones just chasing headlines.
If you want real stock picks and trade ideas every single day—not just the surface-level news everyone else sees… you need to check out our premium membership. We dig through SEC filings and insider trades daily, flagging the best opportunities. And when we find a can’t-miss trade, we break it down in a full write-up… so you know exactly what’s happening and why it matters.
Don’t miss the next one. Click here and become a premium member today.
Stock.News has positions in Meta.
Did you find this insightful?
Amazing
Bad
Just Okay
Disclaimer: Information provided is for informational purposes only, not investment advice. We do not recommend buying or selling stocks. Stock price discussions are based on publicly available data. Readers should conduct their own research or consult a financial advisor before investing. Owners of this site have current positions in stocks mentioned thru out the site, Please Read Full Disclaimer for details Here https://app.stocks.news/page/disclaimer