Meta Platforms, Inc. Class A Common Stock

Twitter Inc

cc @andybuchanan @fernando_medrina and @chip_lunderburg who were talking about how Twitter's user base is 17% from the US. Instagram has a similar US user base.

Why would advertisers exclusively advertise on Twitter? Why not spread their dollars over multiple platforms? The existence of Threads is bearish for Twitter. Its a more competitive environment for them now.

[https://commonstock.com/post/9ba3d1d5-f294-42f6-94dd-1bb3de2847c9](https://commonstock.com/post/9ba3d1d5-f294-42f6-94dd-1bb3de2847c9)

![Image upload](https://cdn.commonstock.com/f1e6c7a46984f2e1381da94310cfa88bbeac1ea06f0be0717908680b21b87ed3-680x366.jpg?auto=format&w=748)
$META $TWTR

Elon has been weirdly transparent about Twitter's woes:
He announced publicly that Twitter still has negative cash flow, blaming it on a 50% drop in ad revenue:

[https://twitter.com/elonmusk/status/1680082007873953794?s=20](https://twitter.com/elonmusk/status/1680082007873953794?s=20)

![Image upload](https://cdn.commonstock.com/5a9335171547c176c2ab5dc49830a0c4c7ecbe816a71504904fcf98438c339b6-1090x624.png)

Fernando Medrina

Instagram Threads is very global, with 16% of users coming from the U.S.

Chip Lunderburg

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 