I hate this stock and want to SHORT it but if it turns that Instagram is the net youtube then the stock goes to $100. They havn't even started the instragram ads yet!!!! Scary to own and scary to short this.
There are about 1 BILLION more FB users than Instagram users. Instagram now has video and hashtags. Video ads will come to Instagram's 130 Mill users. But thats not the crazy part.....Imagine what happens when they introduce video ads on Instagram and then start to encourage the other 1 BILLION FB users to sign up for Instagram. If FB plays it right, then can produce some serious EPS from operations.
And this is all with just FB and Instagram. There is still Gaming, FB Home, future acquisitions, etc.