Communication Services' Outperformance, Dow Transports' Underperformance, and the Final Days of the First Quarter 03/30/23
Morning Call
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Meta's Revenue Growth Story Is Based on a TikTok Ban
A TikTok ban would help all of these stocks, I don't think there's any question about that. We're pretty optimistic on Meta taking share in the digital ad market, particularly as it pertains to some of their closest peers. As many of those other companies return to growth prospects, they'll be deploying dollars on the platforms that give them the most scale.
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