I have written an article about Meta (NASDAQ: META) illustrating an opportunity for a big rally in the second half of 2022. While the focus on Meta has understandably been more on the metaverse, I think the The opportunity for Meta in the short term lies beyond the metaverse. The real opportunity and catalyst in the short term is in its family of apps and, more importantly, in Reels. As we look at Meta’s experience and learnings of monetizing and growing Stories, I think the opportunity for Reels in terms of engagement and monetization is much greater. This article aims to explain this and provide an update on my investment case for Meta.

Reels That Enhance Engagement

With Reels, I think the message that management has wanted to convey is that it’s…