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Meta, YouTube, and Others Morgan Stanley Says Could Benefit From TikTok Ban

1. A TikTok ban may divert $10 billion ad revenue to competitors. 2. Morgan Stanley sees Meta as a potential major beneficiary of the ban. 3. Capturing 10% of TikTok's U.S. user time could boost Meta's EPS significantly. 4. Instagram Reels could gain the most from TikTok's potential shutdown. 5. Other platforms like YouTube and Snapchat may also benefit from the ban.

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FAQ

Why Very Bullish?

Meta's ability to capture TikTok users could significantly boost earnings, similar to past cases with platform shifts.

How important is it?

The article discusses potential major financial impacts on Meta due to external competition.

Why Long Term?

The potential increase in user base and ad revenue will impact Meta's earnings over multiple years.

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