The overall picture looks promising... except the gov just blocked one of their latest acquisitions, which may mean the end of that. They're best positioned to

The overall picture looks promising... except the gov just blocked one of their latest acquisitions, which may mean the end of that. They're best positioned to combat the ATT changes. No one can handle the engineering costs of navigating that and the data limitations as well as them. Their direct response advertising base has no where else to go, snap just proved that. The meta verse re-brand is meant to be forward looking (although IMO not close enough for their needs). They can't grow social media forever - especially as social views of it sour.