Why General Electric is the only earnings report that matters right now (commentary by Boris Schlossberg)

I don't think you understand what I wrote. FB has stalled out since last fall, lagging the other FAANGs. Reason for that is that MAU growth has stalled out. Growth in Europe and North America is negligible. Facebook the service also has a huge problem with the younger demographic, somewhat offset by corresponding MAU growth at Instagram.

There were also the results of a study released last week that suggest people in the US are using FB less, with 9% allegedly having deleted their accounts altogether. That is certainly not a positive as far as user engagement is concerned.

I'm also well aware of what happened to the data, but the real problem is the Sword of Damocles that is now hanging over the tech industry's head in the form of increased government regulation. This is, so far, a complete unknown, and Zuckberg's testimony did not really give Congress that many good reasons why they shouldn't crack down. Not to mention, they have the EU (and possibly others) breathing down their neck, too.

If you think FB has nowhere to go but up under these circumstances, I have some ATM calls to sell to you.

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