searchment shifts while many investors are in love with companies like meta and disney, edam's laura martina, nice to see you in the daylight hours good to have you. >> nice to be here. >> you're more negative on meta -- i have to call them facebook, i'm sorry, but institutions, maybe because the stock has been crushed, seem to love it. what are these getting wrong about meta >> i think what we're worried about the street might be missing, it's not only investing in the metaverse, which is a clear pivot from its historical business, but at the same time reacting to tiktok, by lowers more advertisation, replacin news feed with reels, and sighs, look, we're going to take a 30% cost in monetization, because we have to compete with tiktok. it makes you worry that things are worse here otherwise, you know, meta wouldn't be investing in the metaver, which is a pivot away from core business and trying to get back customers from tiktok. >> this is probably extreme, but i'm on tv, so that's what we do. is this like facebook's new coke moment >> no, because i don't know that its core business is actu