If it stays there, then $38 is the market view of the present value of future business models it thinks FB will be able to create. It's not just what they do n

If it stays there, then $38 is the market view of the present value of future business models it thinks FB will be able to create. It's not just what they do now, it's "the unknown" things people think they will be able to do (which is just speculation). GOOG investors are speculating that there's less potential for that.