Short interest on Meta has surged by $11 billion this year, a 75% increase, driven by concerns over $50 billion in annual AI and metaverse spending with limited near-term ROI. Potential tariffs on ad revenue (10% of GDP in some markets) and slowing growth (projected at 10% YoY by 2026) could trigger a 15% correction, as seen in 2022 when Meta dropped 25% amid ad headwinds.



