META thoughts into tonight

I’ll keep it simple: leaning long into the print. Don’t see any reason to trim LT positions as META continues to be one of our favorite compounders and think the r/r at or under $500 is still very favorable.

Here’s my view on the set-up: I think everyone expects the q to be good, but there are fears around guide and 2H decel as comps get tougher. If …