Meta Platforms. Every tracked FinTwit mention of $META, newest first. 1000 mentions since the first on Jul 22, 2025. See the price chart.
July 2026 · 319 mentions
Jul 17
Trade Whisperer — $META in talks to rent up to $10B in AI compute to Anthropic over two years.
GPU+HBM clusters are becoming enterprise revenue engines. $MU $SKHY $DRAM. Healthy Economics Incoming…↗
Jul 17
Alphatica — DARK POOL SCANNER | July 17, 2026 · Weekly OPEX
+$15.96B net buy. Largest dark pool buy of the series. All eight top names net positive. $MU +$5.0B. Tuesday: -$15.7B. Today: +$5.0…↗
Jul 17
Serenity — $META in talks to lease compute to Anthropic in a $10B dollar deal.
Seems like they saw how profitable
$SPCX $45B compute deal was.
But just goes to validate Neocloud business m…↗
Jul 17
CK Capital — Follow the $META compute saga, because it's the best FUD case study of the year. All numbers, no vibes.
July 1: Bloomberg reports Meta is exploring selling excess AI compute throu…↗
Jul 17
Michael Sikand 🦑 — Wait this could be crazy.
$META is in talks to rent compute to Anthropic in a $10B deal, revealing their neocloud ambitions.
Well guess who the rumored tenant is on the $6.6B tri…↗
Jul 17
Shay Boloor — @VanquishTrader This comes right before $META announces $10B compute deal with Anthropic 👀↗
Jul 17
Chris — Sidd does it again
Another 1,000%+ Banger on $META https://t.co/Yu4UDDtm2O↗
Jul 17
amit — $META
BREAKING: Meta is in talks to rent computing capacity to Anthropic in a deal worth up to $10B over 2 years, as per the New York Times.
Meta went down today on news that the…↗
Jul 17
Shay Boloor — $META is in talks to lease Anthropic up to $10B of computing power over two years. https://t.co/Vwfhzt6xqt↗
Jul 17
Nancy Pelosi Stock Tracker ♟ — Breaking: Rep. Dan Crenshaw is back on the trading desk
He just bought a 3x oil ETF $USOU
Along with selling $AMZN, $AAPL, $META, & $GOOGL https://t.co/R8Q4wi7orn↗
Jul 17
Shay Boloor — $META is hiring longtime $AMZN AWS infrastructure executive Dave Brown to help lead its AI data center buildout as it weighs a cloud push.
Zuckerberg says Meta cloud is “definitel…↗
Jul 16
Frenchie — Concernant les semi-conducteurs le marché price plusieurs narratifs en même temps :
1. Rotation vers les hyperscalers
Les investisseurs semblent réduire le beta sur les semis pou…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
amit — $NFLX
Wish I bought puts 😂
This was a weird quarter. Netflix said engagement is fine, but is now pulling back engagement metrics like they did with subscriber metrics. Less tran…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
PhotonBull — Turns out the $META news was just like the $SPCX IPO + Blue Origin blowing up for Space Stocks
In terms of stock price movements
I do think it's a good time to add here though👀↗
Jul 16
Evergreen Capital — I don’t know how much longer this market shakeout will last (semis names getting dumped), but I do believe AI capex fundamentals have undoubtedly strengthened over the last couple…↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market.
$META
$GOOG
$AMZN
$AAPL
$MSFT
$ORCL
$PLTR
$NVDA↗
Jul 16
Midas — This AI bottleneck stock has contracts with three Mag7 companies, $META, $NVDA, and $MSFT and can explode 1000% from here.
Leopold Aschenbrenner already owns 6% of the company.
H…↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Alphatica — DARK POOL SCANNER | July 15, 2026
+$1.53B net buy. $MSFT +$1.48B zero sells. $AAPL +$1.02B zero sells. $GOOGL +$685M zero sells. Alert validated. $META +$883M. $QQQ -$1.02B. $SPY…↗
Jul 15
Michael Sikand 🦑 — The market is dumping AI infra.
But I'm not afraid, especially when the President is pushing AI this hard and $AAPL is desperately seeking an AI semi acquisition.
Trump's Truth S…↗
Jul 15
Alphatica — Fed Beige Book just confirmed our research:
https://t.co/p7MOpeppFR
$SPY $META↗
Jul 15
Alphatica — ROTATION SCANNER | July 15, 2026
$XLC +1.5%. $XLY +1.4%. Consumer and comms lead. $SOXX -2.6%. $MTUM -2.6%. Semis and momentum sold. $SLV -1.9%. Spread 4.2%. Narrowing. The volati…↗
Jul 15
Alphatica — We welcome debate. We encourage it. It makes the community sharper and more knowledgeable. But we want debate grounded in hard data, not conjecture or a fuzzy chart with red lines…↗
Jul 15
PhotonBull — I should have listened to myself here and just go for the hiding spot in $META 💀↗
Jerry Capital — Buffett confirming the ROIC of the hyperscaler AI buildout
$AMZN +3.3%
$GOOG +3.8%
$META +3.5%↗
Jul 15
Tradable Astronaut — Watch: $NVDA sitting at the gamma flip.
INFLECTION. Spot $207.3. Flip at $208.1.
Above $208: DAMPENING kicks in. Drift toward $215 pin.
Below $208: negative GEX. Dealers amplify…↗
Jul 15
Tradable Astronaut — Best long: $META
LEAN PIN. Spot $684. Up 3.5%.
Pin target: $700. $290M dealer wall.
Magnet floor: $670.
Full chain POSITIVE. Front week LONG.
Charm DAMPENING.
Dealers positioned…↗
Jul 15
Serenity — @SVTrivo No leaks yet on what companies $AAPL is buying.
Regardless, my guess is that they're trying to become more self-reliant after what happened with $GOOGL + $META and OpenA…↗
Jul 15
Serenity — @michaelsikand DRAM 20%+ hike for next quarter, $SNDK LTAs with $META, $MU 16+ LTAs.
Market: proceeds to sell off memory.
800G transceiver revision sharply upward? Lasers complet…↗
Jul 15
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Once sure-thing AI plays have languished ( $NVDA -10.2%, $GOOG -10.0%) and AI laggards have caught a bid ( $META +6.9%, $AAPL +5.6%). The old saying that goes “never short a…↗
Jul 15
Serenity — $AAPL looks to acquire AI chip companies for running AI (Source: The Information)
Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.
But what if Apple joined th…↗
Jul 15
PhotonBull — Huge rotation into Mag7 stocks going on right now
$META $AAPL $AMZN $MSFT $GOOGL↗
CK Capital — Money is pouring into Mag7 companies.
$META up 3%
$AAPL up 3%
$AMZN up 3%
$MSFT up 3%
$GOOG up 2.6%
Ai growth stocks are getting killed again as capital rotates m.↗
Jul 15
Chris — 💥 Another massive Trade Echo win.
Sidd just hit 650%+ $META calls 🚀 https://t.co/4RIYZF7Uat↗
Jul 15
Serenity — @meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this…↗
Jul 15
InvestmentGuru — The Magnificent 7 remain my favorite trading opportunities in this environment due to their strong technical setups and institutional support
$AAPL
$AMZN
$META↗
Jul 14
Alphatica — DARK POOL SCANNER | July 14, 2026
-$523M net sell. The dark pool flipped after five consecutive buy sessions. $SPY -$848M. The pattern persists. $IWM -$488M. Both tapes agree sell…↗
Jul 14
Alphatica — +$5.0B. Cool CPI day. $QQQ +$1.90B. $NVDA +$1.12B. Back to buying. $MU +$902M. $IWM -$1.11B. Small caps sold at scale. The mega-caps rallied. The small caps didn't. Q3 week three.…↗
Jul 14
Michael Sikand 🦑 — $CLSK looks like the most explosive neocloud set up up just 7.5% after landing a 20 year triple net AI lease.
Now has double its market cap in contracted revenue plus around $1B B…↗
Jul 14
Shay Boloor — @FuturumEquities $META will trade above $1,000 much sooner than most people expect.↗
Jul 14
Serenity — $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.
Reflection also signed a multi-billion dollar agreement with $SPCX earlier.
Interesting to…↗
Jul 14
CK Capital — I still can’t believe $META news tanked the entire neocloud sector.
Then once the sector sold off, they doubled its compute target from 7GW to 14GW, expanded its Louisiana data ce…↗
Jul 14
unusual_whales — Meta, $META, reportedly used AI to target workers with medical conditions for layoffs, per Reuters↗
Jul 14
Shay Boloor — @FuturumEquities Here’s where you can find my full $META commentary on why it’s my largest position:
https://t.co/fJLeQme2dL↗
Jul 14
Shay Boloor — The reason $META is a winner in the AI economy is that it can embed AI directly into products already used by billions of consumers and millions of businesses.
This lets them tur…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
amit — @BuyZecNeverSell @alexandr_wang Would love to have him on to discuss $META because we have a ton of passionate Meta investors who watch including myself!!↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Alphatica — We are raising our capital spending estimate for the five largest cloud and AI companies to $1.4 trillion through 2028. Up from $1.2 trillion in 2027. That is a 20% increase driven…↗
Jul 13
Shay Boloor — @FuturumEquities Here’s where you can find my full $META commentary on why it’s my largest position:
https://t.co/CQlFmjZfrU↗
Jul 13
Shay Boloor — $META is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and…↗
Jul 13
Alphatica — DARK POOL SCANNER | July 13, 2026
+$1.48B net buy. The tapes disagree. Again. $SPY +$1.81B. The dark pool is buying what the lit tape sold. $META -$407M. Both agree sell. $SOXX -$…↗
Jul 13
Alphatica — -$7.17B. The lit tape de-risked ahead of CPI. $META -$1.36B. Profit taken. $AAPL -$819M. $NVDA -$816M. Last week's winners sold. $MU +$1.99B. The only consistent buyer. Q3 week thr…↗
Jul 13
Shay Boloor — @FuturumEquities $META deserves to be trading at 25x earnings↗
Jul 13
Alphatica — $SPY UNUSUAL DARK POOL ALERT:
| 14:46:48 SPY BUY $95,515,616 NASDAQ Car │
| 14:46:39 SPY BUY $95,515,616 NASDAQ Car |
$95.5M $SPY buy. NASDAQ Carteret. (2:46:48)
$95.5M $SPY bu…↗
Jul 13
Alphatica — $META UNUSUAL DARK POOL PRINT:
13:44:30 META SELL $105,456,690 NASDAQ Car
$105M $META sell. NASDAQ Carteret.
Last week: $META dark pool net buy +$1.50B. The stock was $577.07 at…↗
Jul 13
unusual_whales — Meta, $META, says it will spend more than $40 billion on Louisiana data center.↗
Jul 13
Evergreen Capital — The biggest AI development of the last week is, by far, the emergence of $SPCX and $META as frontier competitive. It’s likely one of the most significant events of the last 12+ mon…↗
Jul 13
CK Capital — Everyone’s worry is on AI capex slowdown.
This shows it’s nowhere near done.
$META just expanded its Louisiana data center to 5GW, taking the announced investment from $10B to ov…↗
Jul 13
Shay Boloor — $META is expanding its Louisiana data center to 5GW increasing its disclosed investment from $10B to more than $50B.
The full project could exceed $250B including chips alongside…↗
Jul 13
InvestmentGuru — Better trading setup in this market
$META
$MSFT
$NVDA
$AMZN
$ORCL
$AAPL
$GOOG
$AMZN
$AVGO
$TSLA↗
Jul 13
The Future Investors — $META Meta is expanding its Louisiana AI data center to 5GW of compute capacity, bringing total investment in the region to over $50 billion ⚡💰
The project will create 1,000+ job…↗
Jul 13
Wayne Liang — $META just confirmed its Louisiana data center is scaling to 5GW and over $50 billion in cost.
On top of $META breaking ground on a $9 billion facility in Canada…
So much for “ex…↗
Jul 13
Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 12
Kevin Maro — In this past week, sentiment on $META has aggressively shifted from bearish to bullish.
This opens up a lot of opportunity for traders and investors alike to start a new position…↗
Jul 12
CK Capital — It’s crazy that $META is only a $1.7 trillion company when you list out what they actually own.
WhatsApp. 3.3 billion users. The default messaging app for most of the planet. Boug…↗
Jul 12
PhotonBull — I like to see the competition heat up for frontier models
Obviously a lot of pressure from the OpenAI side, but probably also a bit with $META announcing a new model and Grok gett…↗
Jul 12
Black Panther Capital — $IREN isn't being sold because Wall Street can't tell the difference between a bitcoin miner and an AI company anymore. Wall Street has that part right. It's being sold at a price…↗
Jul 12
Shay Boloor — $ORCL profits are expected to triple over the next three years while the stock trades below 10x 2029 earnings with OCI growing 93% and backlog reaching ~$640B.
If $META and OpenAI…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 11
Alphatica — @LevRidgetrades On Wall Street? It sure was. $META↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Jul 11
Alphatica — The excess capacity thesis lasted about four days.
Meta is now targeting 14 gigawatts of compute by 2027.
Zuckerberg's response to the glut concerns: the company needs all the co…↗
Jul 11
InvestmentGuru — Congrats if you added here
$PLTR from $107 to $126 now
$MSFT From $352 to $385 now
$AAPL from $275 to $315 now
$META From $542 to $669 now biggest winner so far↗
Jul 11
InvestmentGuru — The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In
$AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP…↗
Jul 11
Wayne Liang — If you’re wondering why $META has been soaring and erased all its losses for the year…
Amongst many catalysts, they just released Muse Spark 1.1.
$META priced it at ~1/4 of OpenA…↗
Jul 10
unusual_whales — BREAKING: $META is reversing the decision to allow Ai to be used on any public instagram profile↗
Jul 10
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
Jul 10
Alphatica — DARK POOL SCANNER | July 10, 2026
+$3.29B. New largest dark pool buy of the series. $NVDA +$1.34B zero sells. Both tapes agree. $AMD +$1.30B. $QQQ +$1.32B. $SPY -$768M. Tapes disa…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
Chris — 🏆 Trade Echo Member of the Week: Sidd
Called $META $665 calls in the community and let them run.
Day 1: +463%
Day 2: +12,718%
Roughly $110 into $14K.
Real member, Real screen.…↗
Mo — On June 30, we posted this Elliott Wave roadmap on $META.
Since then, price has rallied into our first resistance zone near 670-690, exactly where the declining channel resistance…↗
Jul 10
InvestmentGuru — This are still good setup for next week
$META
$TSLA
$MSFT
$NVDA
$AAPL↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
Alphatica — INTERNALS | 12:46 PM ET
Indexes green. +0.24% across the board. Internals red. Volume 0.46x. Breadth 0.72x. $2.17 selling for every $1 buying. The mega-cap mask returned. Q3 week…↗
Jul 10
PhotonBull — $META is in a pretty good position here for sure↗
Jul 10
Tradable Astronaut — QQQ: VOLATILE. No gamma flip.
Charm AMPLIFYING. Full chain NEGATIVE. Front week: SHORT.
$723 breakout node right here. Below that: $711 magnet, $700 cascade.
PATH off-exchange b…↗
Jul 10
Shay Boloor — A lot of people criticized $META for spending around $15B to build its superintelligence team.
But the moment Meta showed it is starting to ship on the model front with Muse Spark…↗
Jul 10
Jerry Capital — The robot showing where consensus moved overnight $META
Credible frontier lab ™️ https://t.co/ol5efKoKyF↗
Alphatica — @Mr_Derivatives You have to be able to hold through the volatility. That is for any stock. $META $MU $NVDA↗
Jul 10
TheValueist — $AMZN $GOOGL $MSFT $META $ORCL My hyperscaler consensus capex and FCF revisions tracker is attached. I haven't shared this in a while, and now seems like a good time for an update.…↗
Jul 10
CK Capital — The entire sentiment around $META has changed.
Up over 23% from the bottom just 2 weeks ago. https://t.co/x05Ywyk3SP↗
Wayne Liang — Neoclouds (and $WGMI ETF) opening slightly red... completely reasonable and healthy after such a hot couple of days.
(Wouldn't be surprised if we flip green by EOD. $META soaring,…↗
Jul 10
Chris — Another monster winner from the community. 💰
Huge shoutout to Sidd for calling out a 12,700%+ gain on $META. 👏 https://t.co/hDgRxg9RJK↗
Jul 10
PhotonBull — That did not take long to work out
$META↗
Jul 10
Shay Boloor — $META UP MORE THAN 6% https://t.co/LGSUDVP5Pq↗
Jul 10
Alphatica — $META +4% pre-market.
Yesterday 3:41 PM: we posted the $255M dark pool buy.
This morning: +4%.
The data moved before the price did.
$META $SPY $QQQ https://t.co/4bFxvgA42v↗
Jul 10
Shay Boloor — BofA says $META may be building its AI empire at roughly half the cost the market expected.
Its math shows 6.5GW of added capacity on $145B of capex implying ~$22B per GW versus i…↗
Jul 10
Mike Investing — @bennybigbull @babyfolio Just some of my callouts this year fyi:
$NBIS @ $68
$CRWV @ $63
$PL @ $20
$META @ $520
$IREN @ $30
$NOW @ $82
$CIFR @ $11
$RKLB @ $56
$ASTS @ $63
& s…↗
Jerry Capital — $META "plans to begin producing its internally designed Iris AI processor in September. It intends to introduce four processors through 2027 while doubling deployed compute capacit…↗
Jul 10
Shay Boloor — $META just crossed $650 😳 https://t.co/GG7dxEjW2u↗
AlmaCap — So supposedly we’ve had a banger model from $meta stock up 10% on the week, I suspected this might happen see below post.
Jensen thinks they’re the best users of AI, they’ve got…↗
Jul 10
PhotonBull — It's time to pour all your cash into $META and just let it ride
Zuck is back and seems to be focused on the share price too↗
InvestmentGuru — $META one of the best setup going into tomorrow. https://t.co/iwWpYWSHnZ↗
Jul 10
amit — watching the $META sentiment shift happen in real time is one of the best parts about this platform
the extreme bearishness that can linger for weeks/months can be mitigated withi…↗
Jul 9
Alphatica — DARK POOL SCANNER | July 9, 2026
+$983M net buy. $META +$491M zero sells. $SPY +$471M third session. $SOXX +$314M alert validated. $AAPL +$297M. $MU -$1.19B. Tapes disagree. Lit:…↗
Jul 9
Shay Boloor — @VanquishTrader Exactly why $META is the top position in my family portfolio↗
Jul 9
Alphatica — +$18.44B. Largest net buy of the series. $SPY +$3.66B. $AAPL +$2.78B near-zero sells. $META +$1.43B. $MU +$1.74B. Eight buyers. Zero sellers. The institutions bought everything. Q3…↗
Jul 9
Alphatica — Dark pool alert. 3:41 PM.
15:41:01 META BUY $255,430,000 NYSE
$255M $META buy. NYSE.
Yesterday: $META +$707M lit, +$480M dark pool. Both agreed buy. $28M in dark pool sells. Nea…↗
unusual_whales — Meta, $META, now lets users make AI images from public Instagram profile pics↗
Jul 9
CK Capital — And people panicked when this first came up, thinking $META had too much compute and was dumping the excess.
The offers to rent Meta's compute are so high it might beat using it i…↗
Jul 9
Shay Boloor — Mark Zuckerberg said exploring an AI cloud business makes sense because offers to rent $META compute are “so high.”
He said the opportunity is “certainly there any time we want to…↗
Jul 9
Michael Sikand 🦑 — The lights are flying today.
Optics stocks have been in the midst of a pretty sharp correction, facing industry specific headwinds (purported CPO delays) as well as overall AI anx…↗
Jul 9
The Future Investors — $META Meta launched Muse Spark 1.1, a major upgrade featuring a 1M-token context window, stronger coding, multimodal reasoning, and advanced AI agent capabilities. The model is now…↗
Jul 9
Shay Boloor — $META shares swung nearly 5% from today’s lows after the company released Muse Spark 1.1.
The model is built for agentic and coding tasks and appears competitive on both performan…↗
Jul 9
Ben Pouladian — Michael Burry is obviously a legend. But this GPU depreciation argument feels like accounting looking at a data center without understanding the stack.
A100s are not “dead” becaus…↗
Wayne Liang — Full transparency, I’m holding 86,000 shares of $WYFI at ~$34.5 average.
Actively looking to add on pullbacks to hover near ~100,000 shares.
IMO retail is starting to realize wha…↗
Jul 9
Shay Boloor — $META has started charging businesses to use its AI models for the first time.
Zuckerberg called it the company’s first “real serious API” and said pricing will be “very aggressiv…↗
Jul 9
amit — $META
MARK ZUCKERBERG POSTS ON X FOR THE FIRST TIME IN 3 YEARS TO INTRODUCE THEIR NEWEST CODING MODEL.
A few thoughts:
- LLMs are literally becoming a commodity, at this point…↗
Jul 9
Shay Boloor — $META Muse Spark 1.1 is built for agentic AI and shows strong benchmark performance across tool use computer use coding and multimodal tasks: https://t.co/akxq2e4dW3↗
Jul 9
Shay Boloor — $META unveiled its first paid AI model for developers called Muse Spark 1.1.
Zuckerberg says the updated model outperforms $GOOGL Gemini tools and gives Meta another product in it…↗
Jul 9
Wayne Liang — The neocloud bet is simple.
You're not picking which AI company wins. You're supplying all of them.
$CRWV already powers 9 of the top 10 AI developers. OpenAI, $META, Anthropic,…↗
Jul 9
Black Panther Capital — Semis, memory, and datacenter sectors are wiring up again.
All you need to know:
> FUD will cycle in and out over the next couple of years.
> demand and shortages are real and s…↗
Jul 9
CK Capital — A week ago the entire AI hardware complex got torched on a single word: excess.
$META floated selling its spare compute, and the market panicked that the shortage was over. Neoclo…↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 9
Serenity — Nothing like an internal $META memo getting published.
Showing AI ramping as usual:
- LTAs signed with Samsung and $SNDK for memory
- LTAs signed with Sumitomo Electric for fiber…↗
Jul 9
mon — As I've said previously, $META was never going to have excess AI compute.
Today just proves that point.
Meta is aiming to double its AI computing capacity to around 14 GW by 2027…↗
Jul 9
PhotonBull — Can't even count the amount of signals from $META this week that shows they do NOT have excess compute and are still spending a lot of money
Ignore the fud, buy the dips and enjo…↗
Jul 9
BULL OF BRITAIN — So after we got royally fucked on semis, it turns out 3 days later $META do deals with $SNDK / Samsung for extra compute and announce the build on their own center in Canada.
If y…↗
Jul 9
Shay Boloor — $META has secured long-term supply deals with $SNDK for flash storage and Samsung for memory as it scales AI infrastructure.
Meta plans to deploy 7GW of compute this year and doub…↗
Jul 9
amit — WHY ARE THE SEMIS UP THIS MORNING?
Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex:
- Meta plans to double its AI computing c…↗
Jul 9
Shay Boloor — $META plans to double its compute capacity to 14GW in 2027 and begin manufacturing its in-house Iris AI chip in September.
Iris is part of Meta’s MTIA project that’s designed wit…↗
Jul 9
unusual_whales — Meta, $META, will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions↗
Jul 9
unusual_whales — BREAKING: Deadly bacteria found in major US city's water system traced to Mark Zuckerberg's $800 million, $META, data center, per TechRadar↗
Jul 9
KaizenInvestor — $NBIS Co-Founder Roman Chernin just spoke.
- On AI growth: We think the most growth is still ahead of us. The reason: AI adoption is still just taking off. Most cases still need…↗
Jul 9
Shay Boloor — $META is reportedly developing “super sensing” smart glasses that can continuously capture audio and photos every few seconds.
Users could ask Meta AI questions based on that cont…↗
Jul 9
Wayne Liang — $META is spending $9B on a new data center.
So much for "excess compute."
Conveniently, institutions swooped in and bought at lows when everything took a hit... https://t.co/EIwS…↗
Jul 9
Midas — Only 1 AI bottleneck has deals with all 3 Mag7 companies: $META $NVDA $MSFT and can explode 1200% from here.
Leopold already owns 6% of the company.
Here it is:↗
Jul 9
The Future Investors — $META Meta will invest C$13B to build its first Canadian AI data center in Alberta—a 1GW facility (scalable to 1.8GW) powered mainly by natural gas, further expanding its global AI…↗
Jul 8
Midas — Named customers: $GOOG, $META, OpenAI, Anthropic, ByteDance, Fujitsu, and 2 unnamed.
That's the entire foundation of the AI industry.
You can't build large-scale AI without Broad…↗
Jul 8
SandemanStocks — So the great “$META excess compute crash” of 2026 was a total scam.
But we already knew that.
Hi Bloomberg, wasssup?↗
Jul 8
Serenity — $META to build a new $10B DC in Canada to expand AI capacity.
So much for the media framing of “Meta Compute”as overbuilding and cutting capex. https://t.co/0QgSls0s9o↗
Jul 8
Evergreen Capital — Never bet against Elon Musk.
This is great for $SPCX, AI semis/infra (who will see greater & more diversified demand), and all of us, who benefit from a more competitive fron…↗
Jul 8
Shay Boloor — $META plans to invest $10B to build its first data center in Canada. https://t.co/tjThBD13Yg↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Alphatica — Dark pool alert. Pre-market. 9:06 AM.
| 09:06:32 MU BUY $49,998,763 NASDAQ Car │ │ 09:06:32 META BUY $10,732,…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
unusual_whales — Meta, $META, says it faces up to $1.4 trillion in potential penalties in a teen mental health lawsuit, roughly equal to its market value.↗
Jul 8
Wayne Liang — AI infra/neocloud selloff summarized:
> Bloomberg floated the idea of $META selling excess compute
> Retail sells off neocloud & AI infra
(Names like $NBIS, $IREN, $CIFR, $WULF,…↗
Jul 8
Jukan @COMPUTEX — @alexeheath's latest reporting on Meta AI:
“He expects to surpass Opus-level performance this year with the big frontier model Meta is training, codenamed Watermelon.”
$META http…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Alphatica — DARK POOL SCANNER | July 7, 2026
+$472M net buy. The dark pool bought the sell day. $SPY +$784M. Alert validated. $META +$480M. $GOOGL -$353M near-zero buys. $INTC -$113M net desp…↗
Jul 7
Alphatica — -$2.01B. $NVDA +$1.19B near-zero sells. $TSLA -$1.08B zero buys. $META +$707M. The tape split on a sell day. The institutions picked names. Q3 week two.
$14.38B in buy blocks. $16…↗
Jul 7
Shay Boloor — $META is already using AI to improve its ad engine which makes it a clear winner in the AI economy.
The market still wants proof that its massive infrastructure spend can create r…↗
Jul 7
The Future Investors — $META Meta launches Muse Image, its first AI image generation model, enabling high-quality image creation, editing, photo blending, and text rendering across Meta AI, Instagram, an…↗
Jul 7
Serenity — Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing:
Spokesperson: "Meta is still hungry for even more computing power.
It is still…↗
Jul 7
Shay Boloor — @VanquishTrader Yeah $META should not be trading under 20x earnings 😅↗
Jul 7
Evergreen Capital — Early review: this is extremely good and as good if not better than other frontier image models from Google and OpenAI.
$META↗
Jul 7
Alphatica — BREAKING NEWS:
Meta just launched Muse Image, the first model out of Meta Superintelligence Labs. META +2.8% on the news.
This is not another chatbot feature. This is the first p…↗
Jul 7
Shay Boloor — $META plans to release Muse which is its first in-house AI image generation model.
Meta also plans to replace third-party image models with its own proprietary image technology. h…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
Wayne Liang — Very happy to see Mag 7 start to flip green one by one!
When $AAPL, $GOOGL, $META, $MSFT, and more start to rise, everything downstream tends to follow.
Good sign for the broade…↗
Jul 7
SandemanStocks — Think about it. If all they had to scare people out of the AI trade was the $META FUD, that means they have absolutely nothing.
Anyone with half a brain knows the META news was…↗
Jul 7
Serenity — @AlzayakMoh60610 I personally think so. It feels like markets started selling off after that misleading Bloomberg $META compute article, and a couple of SemiAnalysis bear posts on…↗
Jul 7
Shay Boloor — $AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to…↗
Jul 7
Jerry Capital — $META "says US states are seeking $1.4 trillion in penalties in August youth safety trial"↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 7
Serenity — One of the dumbest thematic selloffs I’ve seen to to date off:
- $META compute news that’s not new
- CPO delay report 1, that got refuted by $NVDA
- CPO delay report 2, that got r…↗
Jul 7
Wayne Liang — I can't believe there's still fear and bad sentiment on $NBIS.
~$50B in backlog. $27B from $META, ~$19B from $MSFT, $2B from $NVDA. Profitable since Q1, and almost $10B in cash...…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
BMSInvests — $ONDS
👀💎 Probably nothing once again..ah who am I kidding⁉️
Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of t…↗
Jul 6
KawzInvests 🦑 — The whole thesis this year was AI kills every software stock. $RDDT did the opposite.
One of the few names that's actually profitable AND still growing fast
And the funny part is…↗
Jul 6
amit — $RDDT it was coiling up, back to $200 👌
30% CAGR on EPS until 2030 did not deserve the multiple it was trading at, neither did 70% revenue growth
this stock was trading in the $…↗
Jul 6
Serenity — I’d like to give a special thank you to Bloomberg’s piece on $META compute.
As well as the 2 back to back bear posts on CPO delays.
But I believe thematically photonics, memory,…↗
Jul 6
CK Capital — Anthropic just signed a 20 year lease on one 401MW data center for $19 billion.
Think about the math on what that says about every megawatt in the sector.
That works out to roug…↗
Jul 6
Michael | Hypermarkets — Even with a small account less than $10,000 you can 10x it by 2030 by doing 3 things:
1. buy super strong companies like $MU $NVDA $SPCX $AMZN $AAPL $META $MSFT
2. buy LEAP optio…↗
Jul 6
Shay Boloor — Morgan Stanley says the AI trade is rotating away from the stocks that led the rally with indexes likely to stay pressured as the “momentum unwind” hits larger index names.
The f…↗
Jul 6
Jerry Capital — Wells Fargo on $META Compute https://t.co/wtiKLDB22Z↗
Jul 6
unusual_whales — This is interesting timing.
On July 23, 2025, Trump purchased $5 million of Broadcom, $AVGO, Meta. $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA.
Later…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Shay Boloor — $AMD could approach $100B in annual revenue by 2028 as $META, $ORCL and OpenAI commitments turn MI450 and Helios into a real second source for AI compute.
The GPU deals are what r…↗
Jul 5
Serenity — Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AM…↗
Jul 5
The Future Investors — Hyperscaler capex is expected to reach $757B in 2026 and $920B in 2027 💰🤖
That's:
📈 +84% YoY in 2026
📈 +22% YoY in 2027
The AI infrastructure buildout isn't slowing down.
$M…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 4
Serenity — @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex imm…↗
Jul 4
Wayne Liang — It doesn’t matter if you’re team $NBIS or team $IREN, or invested in other solid picks like $CIFR, $CRWV, etc.
We’ll all win in the end…
Agentic AI is going to make the current c…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 4
Shay Boloor — Wild to see $AMD now trading at nearly 3x $NVDA forward earnings multiple with Nvidia at ~20x despite 90% AI GPU share, 75% gross margins and a path to $1T in cumulative Blackwell…↗
Jul 4
Daave “3 and 30” Tepper — what if the real signal in $meta chips strategy - buying 6gw AMD, renting their installed GPUs and continuing its own silicon - is they see the end of $nvda superiority and want to…↗
Jul 4
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 3
mon — One thing I've been thinking about during this AI selloff is how quickly sentiment can change while the underlying businesses barely change at all.
Over the past week, we've seen…↗
Alphatica — Breaking News:
Samsung Foundry is reportedly in talks with Meta for a $6.5 billion contract to manufacture the 3rd-generation MTIA AI accelerator on its 2nm process.
The first tw…↗
Jul 3
Alphatica — Monday: "Meta is spending too much on AI. The capex is unsustainable. Where is the ROI?"
Wednesday: "Meta is building a cloud business to sell access to compute and AI models."
S…↗
Jul 3
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
Jul 3
Lawrence McDonald — The Testosterone Twins, Zuck and Satya, report (earnings / free cash flow incineration) the last week of July. Bottom line, AI capex overdosing is coming to an end. Important segme…↗
Jul 3
Shay Boloor — $META Chief AI Officer Alexandr Wang says Meta’s current model in training codenamed Watermelon is matching GPT-5.5.
He also said Watermelon uses an “order of magnitude” more comp…↗
Jul 3
Shay Boloor — $META is reportedly in talks with Samsung Foundry on a $6.5B deal to manufacture its third generation MTIA AI chips.
The chips would be built on Samsung’s 2nm process marking a sh…↗
Serenity — @softmaxedx I blame Semianalysis for crashing the entire photonics market for misleading CPO delay reporting that $NVDA refuted.
Alongside global journal $META recent misleading r…↗
Jul 3
Serenity — @ontrialperiod when global and US markets crash off misinformation and out of context quotes from $META. I probably want to clear that up?
That thing said, $AAOI, $SIVE, and $CCXI…↗
Jul 3
Serenity — SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:
“We believe Meta’s datacenter and compute will accelerate”.
“Capex in 2027 will be shockingly hig…↗
Jul 3
Serenity — Lot of misinformation recently about $META.
Recently major journals have been stating
“AI AGENT DEVELOPMENT OVER THE LAST FOUR MONTHS HASN'T 'ACCELERATED IN THE WAY WE EXPECTED”…↗
Jul 3
Serenity — $META: upcoming AI model “Watermelon” has caught up to OpenAI’s GPT 5.5.
Wang noted it uses an "order of magnitude" more compute than its predecessor “Avocado”.
Who said they we…↗
Jul 3
TheValueist — Global prediction markets is a massssssive opportunity for $META if they can pull it off credibly in the eyes of customers. No one can match their distribution and scale. Though it…↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating.
Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 3
amit — Why markets got hit with some downside today…
So, it’s important to note that the S&P $SPX was down a mere 0.13% to end the day and is up 2.2% over the past week.
Even the Nasdaq…↗
Jul 2
Alex A.C. — The new SemiAnalysis article is a BANGER 😱 I highlight the parts about this recent fud about $META and the Neolcouds:
"The revenue per MW of these deals [SpaceX with Anthropic an…↗
Jul 2
unusual_whales — Meta’s $META Zuckerberg says AI development hasn’t accelerated in way we expected, per Bloomberg↗
Jul 2
Shay Boloor — $META CEO Mark Zuckerberg reportedly told employees he expects Meta to feel more benefits from its AI investments over the next 3 to 6 months. https://t.co/oYfVlSf9Sx↗
Jul 2
Damnang2 — This is very similar to what I have heard from $Meta employees.
There seems to be a conflict between two AI groups inside Meta, and I also heard that their recently built model wa…↗
Jul 2
Midas — An insider at a large software company like $MSFT and $META just purchased $2 million of their own stock.
They believesit's extremely undervalued as it's trading near it's 5 year…↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
Jul 2
Shay Boloor — $META CEO Mark Zuckerberg reportedly told employees that AI agent development over the last four months has not “accelerated in the way we expected.”
The comment came during an in…↗
Jul 2
Serenity — Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 yea…↗
Jul 2
The Future Investors — $META Meta is rolling out Pocket, a new AI-powered social app where users can create, share, and play interactive mini-games ("gizmos") using text prompts, expanding its push into…↗
Jul 2
Shay Boloor — $META is rolling out Pocket which is a new social AI app that lets users create and share interactive “gizmos” by prompting AI.
The app turns vibe coding into a social feed of pla…↗
Jul 2
Antonio Costa — Yesterday $META news was just an excuse for a profit taking on Datacenter names. META is too late to the party !!! $NBIS $IREN↗
Jul 2
Wayne Liang — It's ridiculous neocloud is still selling off...
$NBIS, $IREN, $CRWV, and more are still taking a hit because $META is planning to sell "excess" compute capacity.
What excess? Lo…↗
Jul 2
CK Capital — $MSFT, $GOOGL, $AMZN, and $META will spend roughly $725 billion on AI infrastructure this year. Two years ago that number was $226 billion.
Up 77% this year alone. Three straight…↗
Jul 2
SandemanStocks — The $META news is not a threat to $NBIS. This move is options related. These fast moves down will be fast moves up eventually.
Manipulation is real.
Do with that information…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Jul 2
Daniel Koss — Former Head of Microsoft Azure, Middle East & Africa, and then VP Global Enterprise Sales at BrowserStack (if you don't know that name, it's huge, EVERY developer knows it) joins $…↗
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 2
Jerry Capital — "The problem is that data centers come online in big chunks. You don't build exactly the amount of compute you need every month. You might bring a 1 GW data center online and only…↗
Jul 2
PhotonBull — @menhguin For me, it would be $GOOG as a favourite, fundamentally I like $NVDA and $AAPL more than $MSFT and $META but I think they offer a better risk/reward here than NVDA and Ap…↗
Jul 2
SandemanStocks — $NBIS Just waking up and seeing this. Morgan Stanley clarifying the Bloomberg article which was misleading FUD (no surprise) Read below, $META will most likely offer bare metal wi…↗
Jul 2
PhotonBull — Let's see how long this $META headline will affect the markets
I think long mag7 into earnings might be a good play too if the 'long AI/short mag7' trade unwinds more
I think sof…↗
InvestmentGuru — $META just flipped the AI infrastructure narrative on its head.
Yesterday’s headline: Meta is building a cloud business to sell excess AI compute — competing directly with AWS, Az…↗
Serenity — @mkfilko Morgan Stanley for example is expecting an upward revision on AI capex from the $META announcement too…
So selloff on all AI names seems like a bit much. https://t.co/UTy…↗
Jul 2
Serenity — Wells Fargo: $META intent to sell excess compute is a positive signal around underlying demand and unit economics of AI.
“Despite this shift, we don’t expect a pullback in Meta’s…↗
Jul 2
Michael | Hypermarkets — 1️⃣ Vera Rubin ramp (H2 2026) — Rubin already sampling, early access with $MSFT $GOOGL $META $AMZN. Mgmt has flagged ~$500B combined Blackwell+Rubin revenue visibility through end…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
CK Capital — $NBIS dropped 15% today because its biggest customer MIGHT someday compete with it.
Meanwhile there are four or more customers fighting over every single GPU cluster $NBIS brings…↗
Jul 1
Lando — Might have to mute $META $NBIS $IREN this shit is absurd↗
Jul 1
unusual_whales — Meta, $META, spent nearly $50,000/year per employee on AI tokens, per NYT.↗
Jul 1
Alphatica — DARK POOL SCANNER | July 1, 2026
$SPY +$2.61B dark pool. The pattern reversed. $MSFT +$988M. Zero sells. The 17-week distribution broke. $MU -$289M. $TSM -$287M. Both agree sell.…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
unusual_whales — BREAKING: Look at this.
On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA.
La…↗
Jul 1
Gaetano — Alright, let's hear your takes on the $META news
Mostly interested in thoughts around Neoclouds and co
$NBIS $IREN $WYFI $NUAI $CRWV etc.↗
Jul 1
Kuppy — Took some grind, but $UTI is waking up today with a new ATH. Now that $META folding on AI, gonna be less bidders for chips, meaning that cash investment in data-centers goes furthe…↗
Jul 1
Daniel Koss — Eating dinner here while thinking about the fact that $NBIS is now a key capacity partner for 2 hyperscalers ($META & $MSFT) building their AI cloud and the market thinks it's…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
シバイヌおやびん（投資系VTuber） — $META はハイパースケーラーの巨額AI CapexのROI不安に対して、「将来的な外販オプションを市場に見せた」ということ。
つまり株価下落を続ける META 投資家を安心させるための施策。
それがネオクラウドには明確にネガティブ、半導体には短期的にセンチメント悪化、ただし需要崩壊を示す材料とは言えないとも思われる。↗
amit — @Sambo_mac41 $AMD at $600 also gives $META $100B of equity they can use in many ways!↗
Jul 1
Shay Boloor — $ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout wit…↗
Martin Shkreli — this is just a beta selloff for $MU and $SNDK -- there is a @vector__news story out that explains plainly why $META is not going to be renting out cloud compute anytime soon. if th…↗
Antonio Costa — Curious... $RUM popping on decent volume after $META news. Seems like the only green data center name. Got a feeling META is going to need some help.↗
Jul 1
Daave “3 and 30” Tepper — 1H was superb
had built 37% cash, but then found the market's vein again
biggest portfolio rotation here in a while over last few weeks
big new positions in $AVGO and $META
out…↗
Jul 1
BULL OF BRITAIN — I need to stop talking. Everything I write comes true.
Did you notice how when the market thought $META just reduced capex.
Every semi-name tanked.
And Mag-7?
Lol. https://t…↗
Jason Luongo — Back in March I posted a free $META LEAPS idea for everyone to see.
$500 call expiring January 2028 at $144.85 per contract.
Today that contract is worth over $206. Up 42%.
Buyi…↗
Jul 1
Daave “3 and 30” Tepper — hope yall followed the $meta signal below
unfortunately for me, i added +12% from this tweet
like a loser
portfolio update coming
this is a big inflection IMO↗
Jul 1
PhotonBull — Why I would buy $AAOI over $NBIS here is purely sentiment (though I think both are a really good dip buy here!)
I think this $META news is interpreted wrong by the market. I don't…↗
Jul 1
Shay Boloor — $META up more than than 11% today on reports its developing a cloud infrastructure business to sell access to AI compute.
Meta likely watched how investors reacted to $SPCX moneti…↗
Nancy Pelosi Stock Tracker ♟ — This might be something ✍️
6 politicians have bought Meta this year and haven't sold:
• Rick Larsen (D)
• Cleo Fields (D)
• Gilbert Cisneros (D)
• Julia Letlow (R)
• Michael McCa…↗
Jul 1
Daniel Koss — Based on today's $NBIS + $META news and people's interpretations you can quickly gauge who is a tourist and who gets the supply demand dynamics.
Will be fun to look back in 3-6 mo…↗
Jul 1
Daave “3 and 30” Tepper — meta has a 6gw pipeline of amd gpu coming
if he can make mi450 work, he's arbing the gpu market
this is massively bullish compute
meta sees the gpu rents xai got from google and…↗
Jul 1
mon — $IREN -5%, $NBIS -14% & $CRWV -13%.
The market seems to be interpreting today's news that $META +10% plans to offer excess AI compute capacity as bearish, but I actually think it'…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE Meta's AI Pivot: From Internal Infrastructure to Cloud Monetization.
Recent reports examine Meta's strategic shift from using its massive AI infrastruc…↗
Jul 1
Evergreen Capital — Some thoughts on this morning’s $META news, what it means for AI, and the implications for semis:
I don’t view the news as a shock. Susan insinuated they’d been speculatively buyi…↗
Jul 1
Daniel Koss — 100% what I thought.
The word "excess" triggered all algos and made the bears get excited.
We are insanely capacity constrained so this wording is ridiculous.
What it really mea…↗
Jul 1
Daniel Koss — Holy shit this $NBIS -17% just now was the biggest gift ever.
Nebius down 17% on GOOD NEWS! 😂
First, here's why I think market dumped Nebius:
- $META own cloud = competition fo…↗
Jul 1
CK Capital — The market is overreacting to the Meta cloud news, and the irony makes it obvious.
Bloomberg reported $META might sell its excess AI compute, putting it in the same lane as neoclo…↗
Jul 1
BULL OF BRITAIN — Is it just me or has there recently been a random influx of bearish headlines, that are clearly being overly dumped to scare everyone?
Never seen anything like it
> $META new…↗
Jul 1
Antonio Costa — $META $NBIS I think the algorithms are totally off. After this META news, the market should be reacting the complete opposite way. META is already way behind on this business.↗
Jul 1
InvestmentGuru — $PLTR from $107 to $123
$MSFT from $352 to $377
$META from $542 to $608
$AAPL from $275 to $292↗
Jul 1
Antonio Costa — I wouldn’t be surprised to see $NBIS and $IREN fully recover in the coming sessions. I don’t see the $META news as bearish it looks like a delayed reaction/play on the BZs.↗
Jul 1
InvestmentGuru — $PLTR
$META
$MSFT
Whoever brought those dip↗
Jul 1
Serenity — There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”.
This is an “if” they have excess capacity.
And it looks like the opposite right…↗
Jul 1
Jose Najarro Stocks — $META TANKING THE WHOLE NEOCLOUD MARKET $NBIS $CRWV $IREN
Reports that Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power an…↗
Jul 1
Daave “3 and 30” Tepper — $meta launches DC business
anonymous $meta bull on X said meta would not
i said 2 days ago, meta would do it next 6 mos + stock would go up and he’d say he was right about meta…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
The Bloomberg report is strategically material because it changes the interpretation of Meta’s AI infrastructure buildout from a l…↗
Jul 1
amit — $META
Two more perspectives here as we digest this news, one bearish and one bullish.
Bearish: If META has excess compute that they are willing to sell via a new cloud business…d…↗
Jul 1
Puru Saxena — $META ENTERING CLOUD BUSINESS TO SELL EXCESS AI COMPUTE https://t.co/pbkSqfIMnB↗
Jul 1
Shay Boloor — Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute.
The market is reading this as potential new hype…↗
Jul 1
The Assembly — $META is up 7% on the Meta Cloud announcement.
Zuck just declared war on AWS, Azure, and GCP. https://t.co/r6Z8GUOTfb↗
Jul 1
TheValueist — $CRWV $NBIS $IREN $HUT HPC/neoclouds selling off on the $META news. The market can be so linear and one-dimensional in its thinking. I would actually take the Meta announcement as…↗
Jul 1
Chris Ray — $META is building an AI Cloud business to sell excess compute.
The neoclouds hate it… 😅
$NBIS $IREN $CRWV https://t.co/pXIodWe4DN↗
Jul 1
Serenity — Finally, $META to build a Cloud Business to sell excess AI compute per Bloomberg.
Thought Meta should go up against GCP, Azure, and AWS eventually to increase revenue streams.
M…↗
Jul 1
The Future Investors — $META Meta jumped 7% after reports it plans to launch a cloud business, selling excess AI computing power and access to its AI models, putting it in competition with AWS, Microsoft…↗
Jul 1
Shay Boloor — $META is up over 7% after announcing plans to build a cloud business to sell excess AI compute. https://t.co/F8O5U48R3l↗
Jul 1
PhotonBull — $META building a cloud business to sell AI compute
Entire market seems to have dropped on this which seems odd to me. Datacenter stocks like $NBIS down on the headline but doubt t…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE *META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE
The demand for intelligence is infinite.
https://t.co/KcIVfOpQvL https://t.co/GdXuXC1FbW↗
Jul 1
Chris Ray — @wallstengine So that’s why $META just shot straight up↗
Jul 1
amit — $META
BREAKING: Meta is now building a cloud business to sell excess AI compute, as per Bloomberg.
If this is true…then it is exactly what the market has been waiting for.
- Jus…↗
Jul 1
Shay Boloor — $META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE https://t.co/zdeT7IY1Wf↗
Jul 1
Serenity — Just some of the more interesting news I came across recently:
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS:…↗
June 2026 · 187 mentions
Jun 30
Alphatica — DARK POOL SCANNER | June 30, 2026
$SPY -$3.27B dark pool. Fourth session in five. $SOXX +$340M. $IWM +$383M. $META +$336M. $GOOGL +$319M. All zero sells. Three alerts validated. L…↗
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
Jun 30
Mo — July Seasonality.
$SPX
Steady strength builds through the month → brief mid-month pause → historically finishes July near the highs.
$AAPL
Slow start → momentum builds into mid-…↗
Jun 30
Mo — $META is down 15.67% YTD and 12% this month.
Everyone loved it at the highs. Now nobody wants to touch it.
Price is approaching the $550 area where I'm watching for a higher low…
May 2026 · 171 mentions
May 31
Midas — $META
$AMD
$VISA
$NOW
$WFC
If this helped you out, follow me for more.↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
Evergreen Capital — A good example of the still ongoing innovations that $META is implementing into its technology stack to drive further and more efficient gains across its algorithmic systems, which…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…
April 2026 · 317 mentions
Apr 30
Jason Luongo — 5. Real-Time News and Catalyst Search
Before entering any trade, I ask Claude to search for the latest news, analyst ratings, and upcoming catalysts.
"What's the bear case on $ME…↗
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
Alphatica — $34.5 billion in block flow. Net: +$367 million. A coin flip.
The flattest day of the entire series. $17.5B in buys. $17.1B in sells. Net flow: +$367M. Buy/sell ratio: 1.0 to 1.…↗
Mo — April seasonality is very clear.
$SPX
Strong grind higher most of the month.
Momentum builds into the back half.
$AAPL
Steady accumulation → strongest late-month.
$MSFT
Consiste…↗
Mar 31
Shay Boloor — It’s been a while since we’ve had a face-melting rally like today:
• $AEHR +22%
• $MRVL +13%
• $ASTS +12%
• $RKLB +12%
• $BE +11%
• $HIMS +11%
• $NBIS +11%
• $ONDS +11%
• $ARM +9%…↗
Shay Boloor — Great to be featured in Barron’s discussing my updated thoughts on how quickly $AAPL, $GOOGL & $META can turn smart glasses into a mainstream consumer device.
$TSM matters her…
Leandro — Estimates should be taken with a grain of salt but if ROIC for the hyperscalers is decent (no reason yet to think it’s not based on TPU/GPU pricing dynamics), this chart is very pl…↗
Jun 30
Serenity — Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META.
When China entities like 360 go and claim:
They now have a "AI cyber nuclear weapon" th…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 29
unusual_whales — Meta, $META, has introduced Brain2Qwerty v2, an AI system that translates brain activity into text using non-invasive brain recordings.↗
Jun 29
Shay Boloor — @VanquishTrader $META shouldn't be trading below the market multiple.↗
Jun 29
Shay Boloor — $META is restricting engineers use of Claude Code & OpenAI Codex for internal AI model-building work.
Zuck is reportedly concerned rival model outputs could leak into its own…↗
Jun 29
InvestmentGuru — Better trading opportunity in this market
$PLTR
$MSFT
$SNOW
$NOW
$META↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Jun 29
InvestmentGuru — Not all Magnificent 7 stocks are the same anymore.
The AI reset has created different risk-reward profiles across the group.
• $MSFT – High-quality AI and enterprise play with lo…↗
Jun 28
Alphatica — BREAKING:
Google just told Meta it can't have the Gemini capacity it wanted.
Not a pricing dispute. Not a licensing issue. A capacity constraint.
Google informed Meta around Ma…↗
Jun 28
Ben Pouladian — Now does it make sense why Google paid up for short-term compute from SpaceX?
They don’t have enough capacity to serve themselves internally, while major customers like Meta are g…↗
Jun 28
Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026
Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing.
This week…↗
Jun 28
Shay Boloor — $GOOGL has reportedly capped $META Gemini access after Meta requested more AI compute capacity than Google could support.
The limits reportedly delayed some internal Meta AI proj…↗
Jun 28
Daniel Koss — @damnang2 I'm not very bullish $META because I simply see a ton of much better risk/reward opportunities in the market, that being said:
- sentiment follows price, price follows b…↗
Jun 28
mon — Google said no, so $META signed a deal with $NBIS.
The Financial Times today reports that Google has limited Meta's use of its Gemini AI models.
Around March, Google told Meta it…↗
Jun 28
Serenity — Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March...
And why Gemini got super nerfed.
$GOOGL reportedly restricted Meta's capaci…↗
Jun 28
Damnang2 — Everything I hear about $META from people in Silicon Valley is always negative.
That said, is there anyone who is still bullish on this company? If so, I’d love to understand the…↗
Jun 27
Daave “3 and 30” Tepper — When will the software bros realize $orcl and $msft are down and out because they’re SOFTWARE businesses
$meta is just secularly uncertain and generating no CF after capex↗
Jun 27
Lawrence McDonald — S&P 500 equal weight, on all-time highs Friday
Drawdowns Achieved Last Week
Microsoft $MSFT -36%
Meta $META -31%
Tesla $TSLA -24%
Nvidia $NVDA -19%
Google $GOOGL -19%
Amazon…↗
Jun 27
Shay Boloor — $ORCL just had its worst one-week stock performance in 25 years.
Oracle is borrowing at scale to build AI data centers for a customer base heavily tied to OpenAI and I think the…↗
Jun 27
The Future Investors — The headlines: "The market is expensive. Are we in a bubble?" 📰📺
Meanwhile, several Big Tech stocks are trading at their lowest fwd P/E multiples in years:
$META: 16.7×
$MSFT: 1…↗
Jun 27
CK Capital — $MSFT and $META are getting to be pretty cheap here.
Time to buy?↗
Jun 26
Daave “3 and 30” Tepper — put in a pre-clearance for $meta today
and did not execute, for fear
literally it’s probably 9/10 not executing winds up a mistake
on $meta buy watch
and not the same reason a…↗
Jun 26
Shay Boloor — $META is reportedly exploring a prediction-markets platform called Arena with Zuck pushing Meta to work alongside Polymarket.
The bigger idea is to make predictions social with Me…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
InvestmentGuru — Watching 4 names for a potential bounce
$PLTR — sitting at its 52-week low near $107, down ~40% YTD from a high of $207. The AI software thesis hasn’t changed. Still the highest…↗
Jun 26
Lawrence McDonald — Never, ever forget, @finkd didn’t give up on the metaverse capex orgy until $META equity was off nearly 70%.↗
Ben Pouladian — For @Midnight_Captl the $meta Kylie Jenner already sold out on NYC 5th Ave store
Definitely an interesting. Competes directly with Apple AirPods and IPhone https://t.co/6jEx5Y09d…↗
Jun 25
InvestmentGuru — MAG 7 feeling pressure here
$AAPL
$GOOG
$MSFT
$TSLA
$NVDA
$META
$AMZN
All red today↗
Jun 25
Mo — The Nasdaq is ripping after Micron earnings, yet look beneath the surface.
Every MAG7 name is down double digits this month except NVDA... and even NVDA is still negative.
Now lo…↗
Jun 25
Evergreen Capital — Not to say these debates are unwarranted (you need to have a deep view), or to pull an Ackman, but the hit rate betting on the biggest, best, well-capitalized businesses in the wor…↗
Jun 25
Shay Boloor — $MU is now worth more than both $META and $TSLA. https://t.co/VCkdT26dMk↗
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
Jun 24
Alphatica — DARK POOL SCANNER | June 24, 2026
The $SPY pattern broke. Dark pool sold $SPY -$1.44B. Both tapes agree for the first time. $TLT +$511M. Zero sells. Duration bought. $MU earnings…↗
Jun 24
Shay Boloor — $META plans to use $QCOM C1000 CPU in its data centers giving the company a major hyperscaler design-in for its AI data center push.
Meta is ideal customer because it spends agg…↗
InvestmentGuru — $PLTR at $116
$TTD at $18
$MSFT at $370
$META at $560
$TSLA at $380
buying opportunity or not 🤔↗
Jun 24
AlmaCap — Happy to take the opposite side of this, I am long $meta with 4% (which admittedly isn't that large of a %), nevertheless...
Meta has three important strands to the AI capex.
1.…↗
Jun 24
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
Jun 23
InvestmentGuru — Smart Money is rotating.
Two days. Two mega-cap bullish institutional options trades.
$MSFT — massive institutional call positioning
$META — fresh $10M Bull Call Spread (Nov $700…↗
Jun 23
Shay Boloor — @VanquishTrader I want to see $META AI spend monetization and not management energy scattered across experimental apps.↗
Jun 23
The Future Investors — $META Meta is developing "Arena," a standalone prediction markets app similar to Polymarket and Kalshi. The app would initially use a points-based system instead of real-money bett…↗
Jun 23
Wayne Liang — @caudwellgarvey Right. Considering megas like $SNDK & $MU are down double digits, $AMD $META $INTC and other large caps are also down significantly… -7% is totally reasonable I…↗
Jun 23
unusual_whales — Zuckerberg directed Meta, $META, to create prediction markets app, per NYT↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 23
unusual_whales — Meta, $META, has suspended its "Model Capability Initiative" (MCI), an internal AI training program that tracked US employees' keystrokes, clicks, and mouse movements, after an int…↗
Jun 23
Shay Boloor — $META is launching its first smart glasses under its own brand with the $299 Adventurer and Fury models, priced $80 below the latest Ray-Ban Meta Wayfarer.
Meta is also launching…↗
Jun 23
InvestmentGuru — MAG 7 LOST LEADERSHIP — BUT THE SETUP IS MORE BALANCED THAN IT LOOKS
The selloff was real. $GOOG led it, with $AMZN, $META, and $MSFT all getting hit. But this wasn’t broad market…↗
Jun 22
amit — @aveer30 Not today but $META dip buys will be up soon, have been buying it all year 🫠↗
Jun 22
Shay Boloor — @VanquishTrader I wonder when $META starts turning its AI compute into an external revenue stream because that may be what finally gets the stock to re-rate.↗
Jun 22
Shay Boloor — $META is investing $900M in Indian fintech CRED for ~20% stake as it pushes to turn WhatsApp into a larger payments and commerce platform.
CRED founder Kunal Shah will join Meta f…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Jun 22
Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026
Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved.
Four sessions this…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Mike Investing — Nobody is talking about this stock right now, but soon everyone will be…
$CRWV which currently trades at $118 is setup for a run into $340+ before end of year.
With 167% YoY reve…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD…↗
Jun 21
The Future Investors — $MU $META Aravind Srinivas, CEO and Founder of Perplexity, believes Micron could surpass Meta in market value within the next 6–12 months, as memory remains one of the biggest bott…↗
Jun 20
Michael | Hypermarkets — Only 1 company has deals with all 3 $META $NVDA $MSFT and will explode 1200% from here:↗
Jun 20
Michael | Hypermarkets — Leopold Aschenbrenner also owns 6% stake in $NBIS.
The chart is setting up for an explosion towards $400+ by end of 2026 then $700 by 2028.
$NBIS has secured multiple multi-bill…↗
Jun 20
mon — The seven beaten down quality stocks.
$SPGI. $MA. $NFLX. $MSFT. $META. $UBER. $RDDT.
Everyone's piled into AI and the semiconductor and memory names, anything with a bottleneck an…↗
Jun 19
Shay Boloor — $NBIS understood the next AI cloud architecture better than almost anyone.
Nebius built natively for a world where demand is driven by tokens and AI compute with owned racks, netw…↗
Jun 19
Shay Boloor — How much profit the Mag 7 are expected to generate over the next 3 years:
• $NVDA ~$1.1T
• $GOOGL ~$621B
• $MSFT ~$543B
• $AAPL ~$507B
• $AMZN ~$406B
• $META ~$318B
• $TSLA ~$25B…↗
Jun 19
Serenity — @_king142 Yes, choosing the right theme is extremely important.
Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others.…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
The Future Investors — $META Meta has reportedly signed new deals with Crusoe to secure 1.6 GW of AI computing capacity across two U.S. data centers in Texas and Missouri, further expanding the infrastru…↗
Jun 18
Jerry Capital — Thankfully that dumb racist guy put the bottom in on $META↗
Jun 18
Shay Boloor — $META has signed agreements with Crusoe for ~1.6GW of AI compute capacity across data center campuses in Texas and Missouri.
The deal adds to Meta’s growing AI infrastructure foot…↗
Jun 18
Alphatica — DARK POOL SCANNER | June 18, 2026
Both tapes agree. On everything. $SPY +$11.47B dark pool. $META flipped to buy. OPEX amplified. Direction is real.
767 off-exchange prints. +$19…↗
Jun 18
InvestmentGuru — $MSFT turning green
$META green
$PLTR waiting↗
Jun 18
rubicon59 — Not only Samsung crushes the $META $AMZN and $MSFT on earnings, but also haD much much lower capex. How the tables have turned.↗
Jun 18
InvestmentGuru — $PLTR
$META
$MSFT
buying opportunity for LT↗
Jun 18
BMSInvests — $ONDS
🚨👀 Cyberhawk 🤝 $META ‼️
One of Cyberhawk’s Field Supervisor’s pictured here at a $META AI data centre with their Drone in a Box solution.
The possibilities of cross-sel…↗
Jun 18
unusual_whales — BREAKING: Meta's, $META, CTO, Andrew "Boz" Bosworth, recently admitted during an internal June 2026 chat that employee morale is near historic lows, per BI↗
Jun 18
Black Panther Capital — Bear case on $NBIS again. Feels like the same thread gets recycled every earnings season or whenever chart goes parabolic without anyone actually opening the report.
Q1 numbers: $…↗
Jun 18
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
InvestmentGuru — $META bears are loud right now.
AI capex fears + leadership concerns = frustrated longs and tactical shorts fighting it out.
Here’s the thing though — the market has been wrong…↗
Jun 17
amit — VANDA RESEARCH:
In the last 3 trading days, retail investors have bought the same amount of SpaceX $SPCX as they also bought in the following stocks combined…
$NVDA $GOOGL $META…↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 17
Raging Capital Ventures — @LogicalThesis $META can eliminate a lot of headcount and has some optionality on upside from new AI products, but I also think their biz has become structurally more capital inten…↗
Jun 17
InvestmentGuru — MAG 7 is old news.
New acronyms are taking over Wall Street — and they tell a very different story.
FAB 10
$NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗
Jun 16
Shay Boloor — Great to be featured in Reuters today discussing why the market’s lens on the Mag 7 changes now that $SPCX is public.
The next leadership group will be defined by who controls the…↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 16
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 15
Alphatica — MORNING INTERNALS | 11:04 AM ET
Nasdaq +2.60%. Oil -5%. Breadth 0.81x. Every metric negative. The indexes surge. The market sells. The narrowest rally of the series.
Iran deal fi…↗
Jun 15
Jerry Capital — Just needed everyone to ban social media for $META to bottom↗
Jun 15
AlmaCap — $META maybe a big winner from the anthropic embargo.
Business outside US won’t be able to rely on frontier models, will look to either open source direct from llama or fine tune…↗
Shay Boloor — 10 stocks near 52-week lows where the stock is broken but the business isn’t:
1. $PLTR | Palantir
2. $MSFT | Microsoft
3. $META | Meta
4. $SOFI | SoFi
5. $MELI | MercadoLibre
6.…↗
Jun 14
Alphatica — WEEKLY DARK POOL RECAP | June 8-12, 2026
"You can't classify direction in dark pools."
We heard it (many times). Here are the receipts.
Our direction classification algorithm pr…↗
unusual_whales — Meta, $META, to crack down on employee token use, per The Information.↗
Jun 12
Alphatica — DARK POOL SCANNER | June 12, 2026
Both tapes buy $MSFT. Both tapes buy $INTC. Both tapes buy $SPY. The dark pool agrees with the lit tape. For the first time in weeks.
518 off-ex…↗
Jun 12
Alphatica — @NirbhayChatani $META might be issuing something soon. Not sure if it will be debt or equity.↗
Jun 12
Shay Boloor — $META plans to rein in surging AI costs by imposing limits on employee token usage.
The company is also building an internal platform to track AI usage and spending in real time.…↗
Jason Luongo — You could buy 100 shares of $META right now for ~$56,700.
Or you could sell a $525 cash-secured put expiring July 17 and get paid ~$800 to wait.
Here's how this plays out:
1. St…↗
Jun 11
Shay Boloor — Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.
$GOOGL may financially guarantee part of those l…↗
Jun 11
CK Capital — Is $META a buy soon?
This is getting crazy. https://t.co/WydZzRSYts↗
Jun 11
Jerry Capital — Well at least we know they won't compete with $META↗
Jun 11
Alphatica — Probably both and they're compounding. We published on this earlier this week. $225B in IPO supply forecast for 2026. $500B in expiring lockups. SpaceX is the largest single alloca…↗
Jun 11
NoLimit — A lot of people are dumping US stocks like $GOOG, $AMZN, $MSFT and $META to buy SpaceX tomorrow. https://t.co/GLwnwTpd1w↗
Jun 11
Serenity — At this point I can't tell anymore if markets from $META to $MSFT are correcting because of macro.
Or just liquidity pull from $SPCX + index inclusion.
And institutions frontrunn…↗
Jun 11
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 11
InvestmentGuru — $MU — Best Buying Opportunity In This Market
$MU is sitting at the absolute epicenter of the AI memory supercycle, with HBM3E demand from hyperscalers accelerating faster than the…↗
Jun 10
Alphatica — DARK POOL SCANNER | June 10, 2026
Lit: -$12.4B. Dark: +$102M. The dark pool buys indexes on a sell day. Fourth time in six sessions.
268 off-exchange prints ≥$5M. The lit tape pr…↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
Shay Boloor — $META is partnering with Reliance to lease a 168MW AI data center in India powered by renewable energy.
The deal also supports nearly 1GW of new clean energy projects as Meta expa…↗
Jun 10
TheValueist — $META $NVDA $MU $SNDK $LITE Meta Platforms Inc: The Facebook parent said that it has tied up with Indian billionaire Mukesh Ambani's Reliance Industries for the U.S. company's firs…↗
Shay Boloor — I like to call $AVGO the Uncle Sam of the new AI economy.
Broadcom taxes the custom silicon layer across major AI platforms from $GOOGL TPU and $META MTIA to newer Anthropic and O…↗
Jun 9
Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split.
$6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints.
The buyers. Three names…↗
Jun 9
Daave “3 and 30” Tepper — this is why zuck wants to track mouse and keystrokes
but humans are resisting... he'll win out and in doing so productivity will explode
$meta↗
Jun 9
Jerry Capital — 'The Canadian federal government plans to propose a ban on social media use for children under the age of 16 as part of its highly anticipated online harms bill that will be introd…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 8
Alphatica — DARK POOL SCANNER | June 8, 2026
-$4.18B dark pool sell. 519 prints ≥$5M. Friday: bought the indexes. Monday: sold them. The dark pool day-traded the bounce.
Friday: the dark poo…↗
Jun 8
amit — The Top 10 investments across Robinhood just got updated for June.
All 10 of the top held assets are the same except for one...
$AMD.
AMD replaces $NFLX (which was in the top 10…↗
Jun 8
Midas — $META
$AMD
$V
$NOW
$AXP
If this helped you out, follow me for more.↗
Jun 8
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
Black Panther Capital — Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.”
The stock moved 32% in a single session. $56 billion in market cap. One afternoon.
Everyone aske…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Serenity — @soulbiri1 I think only $IBIT / $XLU / $META / $CRCL are red since that mention.
Maybe like 1-2 flat like $HOOD
But 25 for 30 like $NBIS green, and many by triple digits is prett…↗
Jun 8
NoLimit — I met a guy last week.
He sold all his $META and bought $MU because of “something he saw on X.”
There are thousands of people like him. You know how this ends, right? https://t.c…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 7
amit — I’m still trying to understand why we got that -4% day on the Nasdaq $QQQ last Friday.
The last time we had that bad of a day was April of 2025.
I think the question on everyone…↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
Gaetano — So much is happening
We've got:
> $META and $GOOG Financing news
> Memory / Korea concerns
> $AVGO selloff
> $MRVL earnings
> SpaceX IPO + compute
> Rates + hike concerns
> AI re…↗
Jun 5
Leandro — Out of the thousands of people who have quoted the FT's $META article, how many do you think have actually read it?
In the article:
"A Meta spokesperson said the share sales talk…↗
Jun 5
Alphatica — @NoSoup4U____ If they issue more equity its going to crash. But it will be a good dip buy. $META and $GOOGL are not the same.↗
Jun 5
Alphatica — DARK POOL SCANNER | June 5, 2026
The lit tape sold -$47.7B. The dark pool: -$170M. Nearly flat. The divergence flipped direction.
687 off-exchange prints ≥$5M. The widest lit/dar…↗
Jun 5
Alphatica — -$47.7 billion. All eight names sell. Zero buyers. Yesterday: all eight buy. A $66.6B swing in 24 hours.
$17.4B in buy blocks. $65.2B in sells. Net flow: -$47.7B. 46,322 prints.…↗
Jun 5
AlmaCap — $META now raising!
Did I not tell you anon?!?!?
Am I Nostradamus?!?
I have receipts!↗
Jun 5
Ben Pouladian — Google sold stock this week to fund AI capex. Meta, Microsoft and Amazon are weighing the same move
The same week, NVIDIA pledged to return more than 50% of free cash flow to shar…↗
Jun 5
The Future Investors — $META Meta is reportedly considering raising tens of billions of dollars through a stock sale to help fund its massive AI investments 🤖💰
Bullish or bearish? 👇 https://t.co/JxNP…↗
Jun 5
unusual_whales — Meta, $META, is weighing raising tens of billions in a stock offering following a blockbuster Google deal, per FT↗
Jun 5
Shay Boloor — $META is down nearly 7% after reportedly considering a stock offering worth tens of billions to fund its AI infrastructure buildout. https://t.co/JoaEHVBun2↗
Jun 5
Shay Boloor — $META is reportedly considering selling tens of billions of dollars in new shares to fund its AI buildout following $GOOGL massive equity raise. https://t.co/xnfi4YQDwt↗
Jun 5
amit — oh my goodness
financial times reporting that $META is now thinking of raising "tens of billions" in new share sale
$GOOGL opened the floodgates...if all the Mag 7s think the ma…↗
Jun 5
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 4
Ben Pouladian — @stevehou Why is Elon pricing this at $1.75Trn there will be non Pop on the first day, it will trade exactly how $META traded on IPO day, struggling to stay at the offering price↗
Jun 4
Shay Boloor — $AVGO has locked in some of the most important AI infrastructure customers on Earth across the next several years:
• $GOOGL long-term deal to design and supply future TPU generat…↗
Jun 4
Shay Boloor — $AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems.
If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chi…↗
Jun 4
Shay Boloor — $AVGO Semiconductor Solutions revenue grew 79% YoY as it becomes the design partner for hyperscalers building custom AI inference chips.
$GOOGL, $META, OpenAI & Anthropic all…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Serenity — Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Serenity — Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remem…↗
Jun 3
JC Investing — HE’S DONE IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$MRVL AT $200 → 50%
$SNDK AT $270 → 600%
$MU AT $80 → 1200%
NOW HE’S CALLING $META
“NOBODY USES…↗
Jun 3
Shay Boloor — $META is considering up to $200/month for Hatch which is an AI agent that can build tools, manage calendars and send emails.
The product would put Meta in direct competition with…↗
Jun 3
Chris Ray — Made a few more trades just now.
Fully exited my $P position for a +12% gain.
I still like this company long term but I’m frankly just a bit bored with it and don’t have very str…↗
Jun 3
The Future Investors — $META unveiled a new AI-powered Business Agent that helps businesses automate customer support, book appointments, qualify leads, and complete sales across WhatsApp, Instagram, and…↗
Jun 3
Shay Boloor — $META launched Business Agent across WhatsApp, Instagram and Messenger with more than 1M businesses already using the product.
Meta is also rolling out an enterprise platform with…↗
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Jun 2
Alphatica — +$6.37B net buy. $NVDA flipped. -$2.12B with $1M in buys. Three names: zero sells.
12,396 block trades. $13.2B in buys. $6.8B in sells.
The buyers. Supply chain, indexes, everyth…↗
Jun 2
Shay Boloor — $META is scaling back parts of its employee tracking tool after staff backlash.
The tool collects computer usage data to train AI models on workplace tasks but Meta is adding pri…↗
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Jerry Capital — How investors view $META AI spend when stock below $600 https://t.co/2iPIRzkPZY↗
Alphatica — JUST IN:
Meta Platforms upgraded to buy from neutral at Arete Research ($600.47, 0.00)
Target is $735, 22% upside (average target $820.33; range $614-1015).
$META $QQQ https:/…↗
Jun 2
PhotonBull — Two forces dominate global capital right now and nothing else comes close in scale or durability.
We often hear stories about the K-shaped economy and how the regular consumer is…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
Jerry Capital — $META doesn't need to do an equity raise they could simply stop spending money on stupid shit↗
Jun 1
amit — Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infras…↗
amit — so we saw what they did to $GOOGL last year at $150
we just saw what they did to $MSFT over the past few weeks from $395 —> $460
we all know they will do the same to $META right…↗
Jun 1
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
amit — @Raffles0304 It’s coming. Will do an article on them this week. Best risk reward right now. $META is a screaming buy and will eventually be $1000 in my opinion. Various catalysts t…↗
Shay Boloor — $ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data m…↗
Shay Boloor — $NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
• 2026: $3.4B (+550% YoY)
• 2027: $10.9B (+219% YoY)
• 2028: $20.4B (+85%…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
Shay Boloor — $META is planning a major AI wearables push including an AI pendant, expanded AI glasses & new business-focused “Wearables for Work” service.
Meta clearly trying to monetize t…↗
May 30
The Future Investors — $META Meta is reportedly expanding its AI wearables push 🚀
• Testing an AI pendant next year
• Launching more AI glasses and "Wearables for Work"
• Targeting 10M wearable sales i…↗
Alex A.C. — Past 10Y-Return:
Big Tech >>> Berkshire Hathaway $BRK
I exclude the GIANT winners of the AI Revolution to not distort the comparison.
Btw, their prices right now are no…↗
May 29
Antonio Costa — $META A high volume move through the 644 price level (EMA200) next week would be buyable for a gap fill. https://t.co/92I0bjdF0R↗
May 29
Alphatica — Yesterday: +$21.2B record buy. Today: net sell. The playbook flipped.
$MSFT +$2.45B with $5.6M in sells. $PLTR +$894M with zero sells. $NVDA +$1.08B. Buy platforms and AI. Sell ev…↗
May 29
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
Shay Boloor — Mark Zuckerberg said $META could enter cloud computing if its AI data center buildout leaves it with excess capacity.
Compute is becoming the scarce asset every scaled tech platfo…↗
Antonio Costa — $META has a nice gap to fill. Unusual volume detected yest on Jul17 $690 calls. DTE50 https://t.co/XWeY2Im7SN↗
May 28
Serenity — Ayar’s announcement today with Wiwynn is potentially very material for $SIVE regarding CPO -> rack scale deployments.
As Wiwynn cloud clients include $AMZN, $META, $MSFT.
And th…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
Alphatica — DARK POOL SCANNER | May 27, 2026
$17.9B in off-exchange flow. 698 prints ≥$5M. Net: -$613M sell.
The lit tape sold $NVDA -$1.44B. The dark pool bought $NVDA +$1.29B. The two tape…↗
Chris Ray — $P earnings after the close today. 👀
Haven’t been talking about this position much because it’s still pretty new and there just haven’t been a ton of developments to report the l…↗
May 27
The Future Investors — $META Meta launched paid subscriptions for Instagram, Facebook, WhatsApp, and Meta AI 👀
📱 Instagram/Facebook Plus: $3.99/month
💬 WhatsApp Plus: $2.99/month
🤖 Meta AI tiers: $7…↗
Antonio Costa — $META Bottoming out !!! https://t.co/VRYJn7A9Nd↗
May 27
Kevin Maro — @FL0WG0D I like this one a lot, $META needed a catalyst and finally got one↗
May 27
TheValueist — $META (Bloomberg) -- Meta Platforms Inc. is selling consumer subscriptions to its Meta AI chatbot for the first time, a key step toward building a business that would help offset h…↗
May 27
Shay Boloor — $META is flying after reports it is rolling out paid subscription tiers across its apps.
Zuck looks like he is building subscriptions into Meta’s next revenue layer beyond adverti…↗
May 27
amit — $META
META IS GETTING INTO THE AI SUBSCRIPTION GAME.
- Meta is expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp, while also testing new AI, creator…↗
May 27
Shay Boloor — $META is reportedly testing paid subscription tiers across its apps:
• Instagram Plus: $3.99/month
• Facebook Plus: $3.99/month
• WhatsApp Plus: $2.99/month
Meta is turning extra…↗
May 27
Alex A.C. — @jukan05 - [ $GOOGL $AMZN $META]: "Pls take my money to build more memory factories"
- [ $MU SK hynix Samsung]: "NO" https://t.co/xDij9WtAat↗
May 26
amit — @oliver80732720 Already have $META. I have not dug deep enough into $APP to buy it to be honest↗
May 26
Dillon Valdez — Meta $META is turning AI spend into a value-loop test.
Reported capex, including finance leases, went from $28.1B in 2023 to $72.2B in 2025.
The 2026 guide is now $125B-$145B.
T…↗
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 25
amit — @kylekuzma Kuz are we loading $META here?!↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
Michael | Hypermarkets — $NVDA is up 500,000% since its IPO in 1999.
$10,000 would be $50M doing nothing all but holding.
SPACEX, OPENAI, ANTHROPIC are all going public now.
Here's how I'm playing each…↗
amit — Really happy people are enjoying the channel.
I told Caktus to relax today but this guy does not stop.
Second-by-second curated updates (not AI) on the Iran War today via negoti…↗
May 23
The Future Investors — $META $RDDT Meta has quietly launched a new Reddit-like app called "Forum" focused on deeper group discussions, real answers, and AI-powered community features 🤖📱
The app integr…↗
May 22
Alphatica — DARK POOL SCANNER | May 22, 2026 | Warsh Day 1 | Memorial Day Weekend
$9.6B in off-exchange flow. 293 prints ≥$5M. Net: -$2.69B sell.
Both tapes agree heading into the three-day…↗
May 22
Alphatica — Warsh Day 1. -$1.99B net sell. But remove $NVDA and the tape is +$1.83B buy. Two markets on one tape.
Kevin Warsh was sworn in as the 17th Fed Chair at the White House this mornin…↗
Shay Boloor — $META has released a standalone app for Facebook Groups called "Forum."
The app appears positioned as a more $RDDT like community platform built around topic-based discussion. ht…↗
May 22
Jerry Capital — $META releases a new Reddit like app called forum
https://t.co/FHJH3F9Kk3↗
May 22
unusual_whales — Meta, $META, has officially laid off 10% of its workforce, per FORTUNE↗
May 22
Serenity — Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues.
There's basically no fair law in China (esp. with IP), so if Gov wants some…↗
May 22
Shay Boloor — $META is adding ~$200M of $TSLA Megapack batteries to support a new Wyoming energy project for its AI data centers.
The Enbridge-backed project includes 365MW of solar and 200MW/1…↗
May 21
unusual_whales — Meta Platforms, $META, has reached a settlement with a Kentucky school district over accusations that social-media companies intentionally designed their platforms to addict young…↗
May 21
amit — @kcdanyoung I think $META is a great buy here. Pure accumulation mode until the narrative changes.↗
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 20
Gaetano — $GLW
They told us they have 2 deals similar in duration and size as the $META one they signed earlier this year
That contract was a major catalyst for Corning
And they have 2 mo…↗
May 20
unusual_whales — Meta Platforms, $META, has begun laying off thousands of employees, per Reuters.↗
May 20
Jerry Capital — @GavinSBaker on $META: "You got to give Zuckerberg immense credit. He is the only one of those true internet giants to have made it an Al-first company internally. Muse was a reall…↗
May 20
Lawrence McDonald — Facebook $META
-25% off the highs, unchanged for nearly 20 months in a "bull market." Here comes the 2022 playbook, 78k employees, size cuts.
*Zuckerberg, in his own words, told…↗
May 20
AlmaCap — Zuck in founder mode.
Obviously what's he saying about coding makes no sense, watching a screen isn't as information dense as just reading the finished code. So my intuition is he…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE $META VERY SMART. Always invest behind the psychopath. You will probably do alright. Bridgewater should be the best in the world at this data gathering and mo…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. President Trump today said Chinese President Xi Jinping promised him that China is not sending weapon…↗
May 19
Shay Boloor — @VanquishTrader $META has so many levers they can pull in AI economy↗
May 19
PhotonBull — How to play space solar beamed power without having to pick any single satellite operator, some quick thoughts:
$META reserved up to 1 GW from Overview Energy on April 27, the fir…↗
May 19
Daave “3 and 30” Tepper — @TheStalwart Joe we can’t stop allowing 14 year old girls get mentally and emotionally ravaged by $meta and TikTok
start there↗
May 19
PhotonBull — A technological innovation I am interested in right now is solar energy beaming from space
Power is the most obvious bottleneck for AI currently
How space solar beaming actually…↗
May 19
Shay Boloor — Bill Ackman runs a $13.7B portfolio with ~77% of it in just 5 stocks:
• $BN ~18%
• $AMZN ~17%
• $UBER ~16%
• $MSFT ~15%
• $META ~11%
The portfolio is basically a bet that the bi…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
Daave “3 and 30” Tepper — Mad respect to @evrgn11112231 for being so obsessed with $meta that he’s put words on the hallmark sound from nes 1-2↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Jerry Capital — $META has been and will continue to steal search share and ad dollars from Google
https://t.co/RZFUfpksjP https://t.co/INHl5QuA9t↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
unusual_whales — BREAKING: Meta, $META, to move 7,000 people to new AI initiatives and eliminating managerial roles↗
May 18
unusual_whales — BREAKING: Meta Platforms, $META, is set to begin laying off approximately 8000 employees this week, representing about 10% of its workforce, per YF↗
Jerry Capital — "The very worst case would be that we have just pre- built for a couple of years" $META
Mark Zuckerberg↗
May 18
AlmaCap — Some stocks eyeballing look cheap.
$msft $meta $ttd $NOW
Not investigating, not buying. Keeping focus on memory and broader semis complex. Nothing else matters to me right now.↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗
May 17
Serenity — This is the same at argument I got with $VCX with people telling me SpaceX should trade at $30T because of how fast they’re growing while $META trades at $1.4T.
You can just buy i…↗
May 17
InvestmentGuru — 5 STOCKS TO BUY ON THE NEXT ROTATION
The market rotates. Smart money repositions. Here are five names that become must-own on the next meaningful pullback.
$META — AI Monetizatio…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 16
unusual_whales — To get $META news, as well as stock and options information, subscribe to Unusual Whales.
See more: https://t.co/6cIeUlPuxu↗
May 15
Alphatica — @pawe_rozmi2445 Fair question. OPEX does distort flow data. Dealer gamma hedging unwinds, index rebalancing accelerates, and the closing auction absorbs billions in mechanical volu…↗
May 15
Alphatica — DARK POOL SCANNER | May 15, 2026 | OPEX Day
$19.0B in off-exchange flow. 432 prints ≥$5M. Net: +$9.36B buy. Record.
The largest dark pool net buy we have posted. The previous hig…↗
May 15
Alphatica — S&P down 1.26%. OPEX. The tape bought +$9.5B. Seven of eight names net buy.
OPEX day. Yields at 4.59%. Record 11.5% rotation spread. $SLV -8.5%. $NVDA -3.6%. Powell's last day at…↗
May 15
amit — @frombroke2bull That’s the worst part, all though they feel like great buys we are at ATHS so if we do drop, everyone including $META and $MSFT get hit↗
May 15
amit — @LeedzLyfe $NKE is just not similar to $META or $MSFT↗
May 15
amit — So Ackman buys Microsoft…
I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account…
Buy $META…↗
May 15
Antonio Costa — $META has a gap to fill ... should follow $MSFT very soon imho https://t.co/ljqL1qK7sJ↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 14
Daave “3 and 30” Tepper — @evrgn11112231 @fivepointscap nothing in life is certain but death, taxes, and @evrgn11112231 being the source of $meta bull / cope posts in my feed↗
May 14
Evergreen Capital — .@alexandr_wang is telling you the models scale predictably. He's telling you bigger and smarter models are coming. And he's telling you GPUs are abundant.
Those are the key ingr…↗
May 14
unusual_whales — $META is preparing to cut about 10% of staff on May 20, nearly 8,000 people, per YF↗
May 14
Wayne Liang — T minus ~30 minutes until $CBRS goes live at $185/share on Nasdaq.
Quick recap on how things progressed:
> $115-$125 range filed May 4
> Bumped to $150-$160 on May 11
> Priced…↗
May 14
Shay Boloor — $META is reportedly preparing to cut about 10% of staff on May 20 impacting nearly 8,000 employees.
At the same time, at least 1,000 top engineers have been moved into a new Appli…↗
May 14
Tradable Astronaut — $MAGS is going to carry this run higher
$TSLA is still red YTD -1% as of right now
$META - 6.5% YTD
$MSFT - 16% YTD
A lot of leg stretching to do here
$NVDA is 10% away from h…↗
May 14
Jerry Capital — "When Wang was asked about why didn't you release a frontier/SOTA model, what was the reason?
Wang responded "it's scaling, MuseSpark is the first iteration, and upcoming models w…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 13
Jerry Capital — $META is about to go straight up everyday that Musa Spark glasses increase sales of Ray Bans↗
May 13
Jason's Chips — $TSEM and $NBIS had massive beats today.
Nebius raised their contracted power guidance by a whole gigawatt to 4 GW and increased their CapEx from $18 billion to $22.5 billion, due…↗
May 13
Jerry Capital — $META about to crush everyomes titties
Don't forget consumer markets historically bigger than enterprise markets.↗
May 13
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
Daniel Koss — VERY important bit from the $NBIS call and the MAIN reason why they increase capex, don't ignore this!
"we are building for 2027 demand, where we have customer commitments ALREADY…↗
May 13
Shay Boloor — $NBIS CFO said its $MSFT and $META contracts should unlock significant asset-backed financing.
He expects the financing to come at attractive terms because it is backed by Microso…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 12
Mo — $META is getting very interesting here.
Daily chart continues to compress inside a bullish wedge while building a potential inverse head & shoulders structure.
The important part…↗
May 12
InvestmentGuru — $GLW — Deep Dive & Long-Term Plan
Corning isn’t a glass company anymore. It’s becoming the optical backbone of the entire AI infrastructure buildout.
Here’s everything you need to…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
Jason Luongo — $META is undervalued at $610
$AMZN is undervalued at $273
$SOFI is undervalued at $16
$ZETA is undervalued at $17
Do you agree? https://t.co/drg3FTNy3U↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
Wayne Liang — $CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).
$CBRS builds wafer-scale AI chips, an alternative architecture to GPU…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW
1. $MELI | MercadoLibre
MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT whi…↗
May 8
Evergreen Capital — The bull case for $META is they're slowly catching up on GenAI and spending a ton to get there, but it will pay off when they do.
The bear case for $META is they're slowly catchin…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
Daave “3 and 30” Tepper — @evrgn11112231 @buccocapital just for fun… my 30% position will have 50%+ positive excess to your 30% position in the NTM
$acmr $meta↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
Jerry Capital — @TheLAPurchaser You gotta think $META grabs search share within apps like WhatsApp↗
Ben Pouladian — Tokens Eat Software.
Five internet CEOs flagged AI inference costs on Q1 calls. Same quarter. Unprompted.
$META: $33.4B in expenses, third-party cloud spend
$SHOP: scale efficien…↗
Nick Colas & Jessica Rabe (DataTrek) — At the end of 2019, the Tech sector was 23% of the S&P 500, and that doesn’t include $AMZN (Consumer Disc) or $GOOG/ $Meta (Communications).
Now, Tech is 35% of the index and,…↗
May 6
Wayne Liang — Elaborating on $CRWV a bit more.
Earnings tomorrow after close.
Historically, they've missed EPS (but beat revenue). Wouldn't expect anything different tomorrow (might be priced…↗
Jerry Capital — so at worst $META to provide anthropicAI with access to "zillions of dollars in data centers" stock moons?
cc: @evrgn11112231↗
May 6
Lawrence McDonald — 2026 - Hard Assets vs. Financial Assets
BHP Group $BHP +42%
Rio Tinto $RIO +35%
Nuclear $URNM +23%
Aluminum $AA +18%
Copper $COPX +16%
Coal $COAL +13%
vs
Mag7 $MAGS +3%
Facebook…↗
May 6
Alphatica — $SNDK is up 18.5% in 3 sessions since earnings.
The options market disagrees.
We ran a full forensic analysis. Here's what we found:
The put/call ratio has been elevated for ove…↗
May 6
Chris Ray — I just started a new position today.
Haven’t seen anyone giving this one much attention besides a random tweet that put it on my radar the other day.
Company is $P (Everpure).
I…↗
May 6
Shay Boloor — $AMD is up over 20% today as the market wakes up to it being more than a “second GPU” story and the turnaround has been incredible:
AMD two years ago
• Data Center was a ~$9B run-…↗
May 5
Shay Boloor — $AMD data center business has compounded into a ~$23B run-rate engine.
With OpenAI and $META each committing 6 GW of Instinct deployments, AMD now has 12 GW tied to major AI custo…↗
May 5
Shay Boloor — @VanquishTrader $META should not be under $600↗
May 5
Shay Boloor — $META is developing a more advanced consumer AI assistant.
The goal is to make Meta AI more useful across chat, search, content and daily tasks https://t.co/OeNp4J6GXB↗
May 5
Jerry Capital — Rihard calling a top in the $MU $META spread↗
TheValueist — $NVDA $AMD $AVGO $META RESEARCH NOTE - OCI-MSA and the Shift to Optical Scale-Up Fabrics in AI Infrastructure
https://t.co/gmtMlUSprH
https://t.co/4zHwQj4rkY
Bottom Line: OCI-MSA…↗
May 5
Alphatica — MORNING INTERNALS | 11:12 AM ET
Nasdaq new all-time high. NYSE leading. Volume still missing.
The Nasdaq hit a new all-time intraday high. S&P +0.70%. Oil pulled back 3% to $103.…↗
May 5
Jason Luongo — 3. $META - Meta Platforms
Q1 revenue up 33% to $56.3B. 3.56 billion daily active users across the family of apps. AI is making ad targeting more efficient every quarter which mean…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
Shay Boloor — I cannot wait for $AMD earnings tomorrow because this has become one of the more interesting rerating stories I track since the company is trying to move from a CPU-led share-gain…↗
May 4
Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”:
• $NBIS +12%
• $IREN +11%
• $CRWV +7%
• $CIFR +6%
• $APLD +4%
• $DOCN +4%
• $WULF +3%↗
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 3
Alphatica — Q1 2026 earnings season. Here's what the actual 10-Q filings are showing.
238 S&P 500 companies have filed with the SEC. Not press release numbers. Filed accounting.
Revenue grow…↗
Shay Boloor — Paul Tudor Jones says today’s market has “so many similarities” to 2000 calling it “the easiest bear market” of his career.
Hard to take bear argument seriously when some of the l…↗
May 2
Jerry Capital — "Al is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can" $META↗
May 2
mon — $IREN Sweetwater 1.4GW site energized as scheduled.
A 1.4GW site, fully online, at a time when nearly half of all planned U.S. data centers are either delayed or cancelled altoget…↗
Shay Boloor — $META acquired Assured Robot Intelligence which is a startup building AI models for robots.
The team will join Meta Superintelligence Labs and Meta Robotics Studio as Meta pushes…↗
— SYK missed. Stock down 2%.
Adjusted EPS: $2.60 vs Street $2.98 — missed by 12.8%
Revenue: $6.0B vs Street $6.29B — missed by 4.6%
Organic growth: 2.4% vs 8-9.5% full year guide
A…
Mo — May seasonality is very clear.
$SPX
Early strength → mid-month chop → expansion into the back half.
$AAPL
Steady bid → consistent grind → strength builds into month end.
$MSFT
C…↗
Apr 30
Alphatica — SNDK crushed earnings by 60%. Stock down 6.3%.
Non-GAAP EPS: $23.41 vs Street $14.62, beat by 60.1%
Revenue: $5.95B vs Street $4.70B, beat by 26.6%
Datacenter revenue up 233% sequ…↗
Apr 30
Shay Boloor — $META reportedly told staff in an internal meeting that it is not ruling out further layoffs.
“I’d love to say that there are no more layoffs but I can’t say something we can’t de…↗
Apr 30
Trade Whisperer — $QQQ Tricky day. Solid intraday reversal. The BLUE candle cycle continues.
-April is on track for a 15% monthly gain. Best month since April 2020.
-Think about what happened toda…↗
Apr 30
rubicon59 — Why buy $META when you can buy $APP ?↗
Apr 30
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
Apr 30
KaizenInvestor — $META announced a first-of-its kind partnership with Overview Energy to bring space solar energy to its data centers.
The goal: To solve the massive, 24/7 power requirements of t…↗
Apr 30
Jason Luongo — You could buy 100 shares of $META right now for ~$61,000.
Or you could buy the $600 call LEAP expiring January 2028 for $14,300. Same directional exposure. ~76% less capital. Over…↗
Apr 30
TheValueist — Read this, friends, if you are investing in the GAI infrastructure ecosystem. This is a damn good analysis and synthesis, and I am not simply saying that because we created it. Ver…↗
Apr 30
unusual_whales — Wow.
Meta, $META, is down nearly 10% after earnings yesterday.
It has lost more than $150 billion in market cap. https://t.co/q9UPNn1kNn↗
Apr 30
Daniel Koss — I see a lot of very bullish posts about $META and how this -10% "dip" is an easy buy.
My recommendation: be cautious and really think this one through. We're entering a new paradi…↗
Apr 30
rubicon59 — $META used to be an asset-light business.↗
Apr 30
Jerry Capital — Simple message from Zuckerberg $META
"I don't hear any other labs out there talking about how they're building an Al that's really good at shopping."↗
Apr 30
Jerry Capital — "Note the Facebook number specifically. Facebook is a 20-year-old product, and it is posting the largest QoQ gain in video time in 4 years. That doesn't happen organically. That ha…↗
Apr 30
amit — @jaspalsandhu24 nothing in that earnings justified -10% and we know it
maybe 4-5%…but the market bidding up $INTC over $META is absolute nonsense↗
Apr 30
Leandro — Some thoughts on $ADBE in my most recent $AMZN earnings call
Interesting read-throughs from $META and $AMZN. Seems pretty obvious that digital assets are exploding, but who will w…↗
Apr 30
amit — what type of pump and dump are the market makers doing with big tech today after earnings 😂
$META worst day since October 2025
$MSFT back to $400
$AMZN quickest $14 reversal I’…↗
Apr 30
Shay Boloor — Absolutely wild that $META lost $160B in market cap after raising CapEx by just $10B even though the business posted some of its strongest growth metrics in years:
• Fastest reven…↗
Apr 30
Jerry Capital — boomers looking for signs of AI ROIC at $META https://t.co/fALXIjxTB2↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
Shay Boloor — $META DOWN OVER 10% TODAY https://t.co/OfpyJljCtJ↗
Apr 30
The Future Investors — The 4 hyperscalers reported earnings last night. Here are their revenue breakdowns 📊
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊🚀
$MSFT $META $GOOGL $AMZN…↗
Apr 30
Shay Boloor — $META confirmed plans to sell investment-grade debt and could raise as much as $25B through the bond sale.
Initial pricing discussions for the longest 2066 notes are around 1.8 pe…↗
Apr 30
mon — $AMZN guided to roughly $200 billion in capex for 2026, $GOOGL to $175–185 billion, $META to $115–135 billion, and $MSFT is tracking toward $145 billion.
Putting the four combined…↗
Apr 30
Jerry Capital — I don't see any risk to $META AT $610 per share riskless equity.↗
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
The Future Investors — Big Tech is going all-in on AI in 2026 🚀
$AMZN, $MSFT, $GOOGL, and $META are expected to spend a combined $725B on AI capex next year 🤯👇 https://t.co/10gFfnHWR6↗
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Apr 30
rubicon59 — I wonder if at this rate $META’s capex will surpass $MSFT’s in the NTM.↗
Apr 30
TheValueist — $AMZN $GOOGL $META $MSFT RESEARCH NOTE - Mega-Cap AI Earnings: Scale Deployment, Capacity Rationing, and Custom Silicon
https://t.co/zBsm2svbqa
Bottom Line: Mega-cap AI earnings…↗
Apr 30
rubicon59 — $META capex 👀👀 “
We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $125-145 billion, increased from our prior range…↗
Mike Investing — 2. CoreWeave ~ $CRWV
This company has also marked an impressive $88B, 5 year backlog consisting of:
- $21B from $META
- $11.9B from OpenAI
- $6B from Jane Street
- $5B from Anthr…↗
Apr 30
Mike Investing — 1. Nebius ~ $NBIS
They’ve captured a $50B approaching backlog for (2027-2031) consisting of…
- $27B contract from $META for AI compute capacity.
-$19B GPU compute deal from $MSFT…↗
Apr 30
tae kim — I listened to FOUR HOURS of earnings conference calls tonight and distilled all the important management quotes/insights $GOOGL $META $AMZN $MSFT↗
Apr 30
Evergreen Capital — $META down on slightly weaker revs, but the ongoing core debate from here is fascinating:
The main risk is Zuck’s very explicit ambition to build superintelligent agents. That m…↗
Apr 30
Puru Saxena — We're still early in AI.
- Google Cloud +63% YoY
- Azure growth +40% YoY
- AWS +28% YoY
Meta raised capex growth this year to 94% YoY In 2025, capex grew 87% YoY.
$AMZN $…↗
Apr 30
Jerry Capital — $META "impression and average ad per ad growth in the quarter were notable: impressions grew by 19%, which was the highest since Q1 2024, and the average price per ad grew by 12%.…↗
JC Investing — POV: you’re a MAG 7 investor right now
$GOOG beat +22% YoY
$AMZN beat +17% YoY
$MSFT beat +18%
$META beat +30% YoY https://t.co/krd1HKYqx6↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
amit — well
big tech absolutely crushed
capex raised across the board
cloud growth rates smashed
guidance strong for Q2
$META the only red name, doesn’t make much sense on 33% growt…↗
Apr 29
Shay Boloor — Getting really hard to justify owning most software right now when the “AI is cannibalizing software” narrative keeps building and $META is outgrowing nearly all of them besides $P…↗
Apr 29
Evergreen Capital — Something to keep in mind as $META, $MSFT, and $GOOGL all just guided 2026 capex higher:
These numbers don't even account for the inflection we're witnessing with GPT-5.5, the as…↗
Apr 29
Shay Boloor — $AMZN, $MSFT, $GOOGL and $META just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:
• Amazon ~$200B
• Microsoft ~$190B
• Goog…↗
Apr 29
tae kim — THREE OUT OF THE FOUR HYPERSCALERS ARE NOW UP. USA! USA! $GOOGL $META $MSFT $AMZN https://t.co/cpYcpxt1pc↗
Apr 29
Michael Sikand 🦑 — With confirmed hyperscaler demand, I'm long $QCOM as an asymmetrical bet.
Top ex-Apple CPU IP/talent now meets hyperscale demand (likely $META).
Not to mention tailwinds in smart…↗
Apr 29
AlmaCap — Why SK Hynix? $000660
It's Korean, but also, a few other reasons:
> Operates across the entire memory stack (HBM, DDR5, LPDDR, NAND via Solidigm, HBF with SanDisk)
- NB: DDR5 de…↗
Apr 29
Shay Boloor — Mark Zuckerberg just said $META is rolling out over 1 GW of custom AI silicon developed with $AVGO.
Meta is also adding significant $AMD chip capacity alongside new $NVDA systems…↗
Apr 29
KaizenInvestor — Looks like all the CapEx guidances have been raised again during the earnings of the hyperscalers.
Here is an overview of the CapEx guidances of $AMZN, $GOOGL, $META and $MSFT.…↗
Apr 29
Antonio Costa — Everyone is obsessed with $META Capex… but Capex isn’t always bad. Heavy AI infrastructure spending today = potential monster revenue tomorrow.↗
Apr 29
Serenity — @joestar1402 So markets might not like $META aggressive capex spending $145 billion… but i think the small semi supply chain players do lol.
Depends on what you’re looking at. But…↗
Apr 29
Shay Boloor — Hard to take the “AI bubble” argument seriously when some of the largest companies on earth are still putting up these growth numbers:
• $GOOGL Cloud +63% YoY
• $MSFT Azure +40% Y…↗
Apr 29
Serenity — I've monitored the situation for you.
TLDR on hyperscaler capex spend (signal aside from $TSM).
From $MSFT, $AMZN, $META earnings:
Upstream semi supply chains go brrr.
$META:…↗
Apr 29
Shay Boloor — $META JUST POSTED ITS FASTEST REVENUE GROWTH IN NEARLY 5 YEARS https://t.co/yQfstjQ27P↗
Apr 29
Antonio Costa — Unpopular opinion: $META $MSFT I’ve got a feeling the dips will be bought up tomorrow.↗
Alphatica — META beat. Stock down 6.5% after hours.
Revenue: $56.31B vs Street $55.49B, beat by 1.5%
GAAP EPS: $10.44, inflated by $3.13/share tax benefit
Adjusted EPS: $7.31 vs Street $6.62,…↗
Apr 29
The Future Investors — 𝗠𝗲𝘁𝗮 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $META
EPS: $10.44 vs $6.64 est. ✅
Revenue: $56.31B vs $55.56B est. ✅
Daily Active People: 3.56B
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: $58B…↗
Apr 29
Lando — Just got off work and I’m monitoring the situation $GOOGL $META $AMZN $MSFT https://t.co/9btpBlJEXc↗
Apr 29
Shay Boloor — $META Q1 EARNINGS
• Revenue $56.3B vs Est. $55.4B
• EPS $10.44 vs Est. $6.67
• Operating Income $22.9B vs Est. $19.4B
Q2 Guidance
• Revenue $60B vs Est. $60B
FY26 Guidance
• Cap…↗
Apr 29
unusual_whales — BREAKING: $META earnings:
- EPS: $10.4, est: $6.82
- Revenue: $56 billion, est: $55 billion
Amazon, $AMZN, earnings:
- EPS: $2.78, est: $1.64
- Revenue: $181 billion, est: $177…↗
Apr 29
TheValueist — $META (Bloomberg) -- Meta reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $56.31 billion, +33% y/y, estimate $55.51 bil…↗
TheValueist — Getting ready for some Mag7 fireworks.
$AMZN $GOOGL $META $MSFT https://t.co/rKcAZl3n5t↗
Apr 29
unusual_whales — 4 of the MAG7 report this afternoon $AMZN $GOOGL $META $MSFT
$MSFT has had a recent streak of earnings prints that resulted in price movement that far exceeded the expected move,…↗
Apr 29
Shay Boloor — $META is extending some non-AI data center servers from 6 to 7 years as memory shortages create a “significant server supply deficit.”
Internal memos reportedly expect the shortag…↗
Apr 29
Alphatica — META reports today after the close.
11 straight beats. Average surprise +13%. 2/6 on our quality signal. The largest single-year VA build in our entire database. The most profitab…↗
Apr 29
Shay Boloor — $META is launching stablecoin payouts for creators through Stripe using $CRCL stablecoin on Solana and Polygon.
The rollout starts in Colombia and the Philippines marking Meta’s…↗
Apr 29
Shay Boloor — 3 THINGS I'M LOOKING FOR IN $META EARNINGS
1. Average price per ad finally accelerating after sitting in the 5-9% range while impressions have done the heavy lifting at ~15% growt…↗
Apr 29
PhotonBull — Today is the day.
FOMC decision this afternoon, then 4 of the Mag 7 drop earnings after the close.
$MSFT $META $GOOGL $AMZN
Capex guides will tell you everything you need to kno…↗
Apr 29
Jerry Capital — Strong omen for $META results tonight.
Glasses are about to go mainstream and Zuck has the AI power to finally unlock them.↗
Apr 29
Alphatica — MORNING INTERNALS | 11:00 AM ET
The day has arrived. The weakest internals of the series.
A/D ratio: 0.47x, 3,167 declining vs 1,484 advancing
Volume ratio: 0.36x, down volume le…↗
Apr 29
JC Investing — How does everyone think earnings tonight is going to go?
$GOOG $META $MSFT $AMZN↗
Apr 29
Shay Boloor — @VanquishTrader Not sure who would want to IPO on the same day $GOOGL, $META, $MSFT and $AMZN report earnings😆↗
Apr 29
Shay Boloor — This is what happens when $AMZN, $GOOGL, $META & $MSFT all report in the same afternoon.
The market doesn't care about my Oura readiness score 😅 https://t.co/IDHKE0hWv0↗
Apr 29
Shay Boloor — We’re at the start of the largest physical infrastructure buildout in modern history.
Today, the Big 4 show how much CapEx they believe is still needed to build the backbone of th…↗
Apr 29
InvestmentGuru — $MU $MSFT $GOOG $TSLA $META
Strong setups in this market.
Leaders remain leaders for a reason, and healthy pullbacks often create the best opportunities. any meaningful pullback i…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
mon — Today is set to be the busiest day of the year so far on Wall Street.
> Fed rate decision
> Powell’s last press conference as Fed Chairman
> $GOOGL, $MSFT, $META, & $…↗
Apr 29
amit — @LeifInvests No, if the revenue growth/guidance for growth is in accordance.
If $META grows 30%+ but increases capex, street should be okay.
If $AMZN AWS gets closer to 27% (righ…↗
Apr 29
amit — $AMZN $GOOGL $META $MSFT earnings all tomorrow at once
going to be one of the craziest days all of us will experience in 2026
all those trillions moving back and forth on revenue…↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 29
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
Shay Boloor — My predictions for tomorrow’s hyperscaler earnings:
• $MSFT: “We are power and compute constrained”
• $META: “We are power and compute constrained”
• $GOOGL: “We are power and com…↗
Apr 28
Alphatica — SPX GEX LEVELS: April 29 (FOMC Day)
🚨🚨🚨 Tomorrow's expected range: 7,050 – 7,225. Direction depends entirely on the catalysts. The gamma structure amplifies whichever way the h…↗
Apr 28
Mike Investing — These next 24 hours are going to make, or break many portfolios…
$MSFT, $GOOGL, $AMZN & $META all report earnings after the bell tomorrow.
Not only this, but Jerome Powell wi…↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 2/3 ...Some names should show better profitability ( $AAPL, $MSFT & $META for 2026), while others face near-term margin pressure ( $GOOG, $AMZN & $META for Q1)...↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 1/3 Five S&P 500 companies worth 24% of the index report this week ( $AAPL, $GOOG, $MSFT, $AMZN & $META). Wall Street analysts’ outlook is mixed, with solid but uneven grow…↗
Apr 28
Alphatica — ROTATION SCANNER | April 28, 2026
Nowhere to hide. Almost everything is red.
Previous sessions the rotation scanner showed clear themes, tech up/energy down, or financials up/sem…↗
Apr 28
JC Investing — POV: you full port $SOFI for earnings on Wednesday instead of $AMZN $META or $GOOG https://t.co/BKSVJkrj46↗
Apr 28
Alphatica — MORNING INTERNALS | 11:05 AM ET
OpenAI missed its targets. Breadth and volume align down.
The WSJ reported that OpenAI fell short of internal revenue and user growth goals. CFO S…↗
Apr 28
The Future Investors — Tomorrow is the biggest day of earnings season 🔥
4 of the biggest tech giants report after the bell 🔔
$AMZN | Amazon
$MSFT | Microsoft
$META | Meta
$GOOGL | Alphabet
Which of…↗
Apr 28
InvestmentGuru — $VTIX
Omni One is turning VR into real physical movement — walk, run, train inside virtual worlds.
Now gaining defense traction: integrated into U.S. Marine Corps training sims,…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
Shay Boloor — $META is preparing to unwind its acquisition of AI startup Manus after China reportedly blocked the deal. https://t.co/6eWSQssJXq↗
Apr 28
amit — Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025.
Few thoughts on why this might not be as bad as it is being interp…↗
SandemanStocks — $NBIS OpenAI missing internal targets is being misread by FUDsters
This is not an AI demand problem.
Demand is still exploding,
but it is fragmenting across multiple players:
Op…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Nick Colas & Jessica Rabe (DataTrek) — US Tech sector employment levels will take a hit from layoffs at $META, $MSFT, $AMZN, and others, but history back to 1990 shows this is neither the sign of an impending recession…↗
Apr 27
Alphatica — MORNING INTERNALS | 11:00 AM ET
The biggest earnings week of the year. The internals are waiting.
Five of the Magnificent Seven report in the next 48 hours. FOMC decides Wednesda…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
Shay Boloor — $META has reserved up to 1 GW/100 GWh of ultra-long-duration energy storage capacity through a partnership with Noon Energy.
The technology can store energy for 100+ hours with an…↗
Apr 27
Shay Boloor — $META agreed to buy up to 1 gigawatt of space-based solar power from Overview Energy for its AI data centers.
Commercial delivery is expected in 2030 with Overview planning its fi…↗
Apr 27
The Future Investors — $META Meta signed a deal with startup Overview Energy for up to 1 GW of solar power beamed from space at night ☀️🛰️
The project could help power Meta’s AI data centers starting a…↗
Apr 27
Shay Boloor — China has blocked $META $2B acquisition of AI startup Manus.
Regulators reportedly ordered the deal unwound after backlash over AI technology flowing to the U.S. https://t.co/eGFA…↗
Apr 27
InvestmentGuru — BIG TECH EARNINGS PREVIEW
The most important week on Wall Street
$GOOG | Rev: $107B | EPS: $2.67
→ Google Cloud spotlight — 50%+ growth expected post $32B Wiz acquisition
→ Key qu…↗
Shay Boloor — $ARM is up ~4% overnight to a new all-time high.
I own a position in the family portfolio because I think the market is still underpricing the CPU bottleneck as AI shifts toward a…↗
Apr 27
Alphatica — Meta makes 41 cents of operating profit for every dollar of revenue.
Google makes 32 cents.
Most people assume it's the other way around.
Google has Search, YouTube, Cloud, Waym…↗
Apr 26
Shay Boloor — Me: spends 10 minutes deciding if double protein and guac at Chipotle is worth it.
Also me: spends 10 seconds adding thousands to my $META position.↗
Apr 26
Alphatica — SPX GEX LEVELS: April 27
The biggest macro week of the year opens into $1B+ positive gamma. That's the shield.
🚨🚨🚨Tomorrow's expected range: 7,100 – 7,225. Bias higher toward…↗
Apr 26
Alphatica — Last week our earnings model covered 9 names. Called 7 correctly. Nailed $NFLX revenue to the decimal. Owned the misses publicly.
Next week is bigger.
$GOOGL. $MSFT. $META. $AMZN…↗
Apr 26
amit — @RosieGweilo i think i was using 4.6, gave me $META↗
Apr 26
Alphatica — "Hedge funds are dumping tech" is the narrative this week.
We ran the public tape. 400 tech names. 12 weeks of FINRA short volume data. Decomposed by subsector.
The data tells a…↗
Apr 26
amit — @throwabull I wish I could but they legit all said $META
maybe too much consensus for the trade going into earnings now↗
Apr 26
amit — So I just asked Grok, Gemini, ChatGPT, Perplexity, and Claude which company out of the four Big Tech that report next week do they think could go up 10% on earnings…
All 5 models…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
Daniel Koss — Pure speculation and I have no insight on this, but if I were Nebius I'd announce earnings on April 29 (pre market).
Why? To clearly position $NBIS next to the other hyperscalers…↗
Apr 26
Daniel Koss — @JustusFult99485 $NBIS CEO: the only reason $META only made a $3B deal is because we didn't have more capacity. For comparison.↗
Apr 26
mon — 1. Talks between the USA and Iran cancelled.
2. Isreal and Lebanon are at war again.
3. Strait of Hormuz closed.
4. Bank of England predicts a correction.
5. Big earnings coming u…↗
Apr 25
Raging Capital Ventures — Big tech companies like $META may be cutting coders due to AI, but average businesses should be hiring them.
AI provides the opportunity for *every* business to transform themsel…↗
Black Panther Capital — 👀 next week might be the most important week of 2026 for AI infrastructure investors.
$MSFT, $GOOG, $AMZN, $META all report earnings between April 29 and May 1.
combined, these f…↗
Apr 25
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
The Future Investors — Get ready for next week! The biggest week of earnings season. 🚀
All major Big Tech companies report, with 4 of the 5 on Wednesday: $MSFT, $GOOGL, $AMZN, and $META, followed by $A…↗
Apr 24
CK Capital — Holy shit wednesdays after hours and thursday market will be absolutely insane.
In 1 day you have these 4 major stocks reporting.
$MSFT
$AMZN
$META
$GOOG https://t.co/IWbzt32k…↗
Apr 24
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Apr 24
Trade Whisperer — $TSM is now the 6th largest company on Earth. $2.1 trillion market cap. Larger than $AVGO and $META.
The world runs on TSMC silicon. Own the foundry. Own the future.
I called $2…↗
Apr 24
Alphatica — MORNING INTERNALS | 11:43 AM ET
More stocks are red. But the money is green.
Intel surged 19% after hours on a beat and raised guidance. Semis are on a 17-day winning streak. Tru…↗
Apr 24
The Future Investors — $META $AMZN Meta expands its AI infrastructure with AWS by deploying tens of millions of Graviton chips 🤖
The deal highlights a shift toward CPU-heavy "agentic AI" workloads, whe…↗
Apr 24
Shay Boloor — $META is a ~12% position in my family portfolio
$AMZN is a ~9% position in my family portfolio
$ARM is a ~3% position in my family portfolio↗
Apr 24
Shay Boloor — The $META + $AMZN Graviton deal validates three things at once:
1. The CPU bottleneck is VERY real
2. $ARM based CPUs are gaining traction in AI data centers
3. AWS’s custom sil…↗
Apr 24
Shay Boloor — $META just became one of $AMZN largest Graviton customers overnight.
Meta is one of the most aggressive AI infrastructure spenders in the world so deploying tens of millions of C…↗
Apr 24
Shay Boloor — $META and $AMZN just announced a deal to bring tens of millions of AWS Graviton cores into Meta’s compute stack.
Another signal that CPUs are becoming a bigger bottleneck as AI s…↗
Apr 24
Serenity — @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 24
Alphatica — "Only 7 stocks are carrying the market. That's unhealthy. We're due for a correction."
Half of FinTwit has posted some version of this in the last two weeks.
22 years. 5,696 tra…↗
Shay Boloor — $META launched a new Instagram app called Instants in Italy that lets users send disappearing photos to friends.
The images last 24 hours and can only be viewed once giving the ap…↗
Apr 23
Shay Boloor — $META told employees the layoffs are being done to “run the company more efficiently” & help “offset the other investments” it is making.
The memo also said U.S. employees who ar…↗
Apr 23
amit — $META:
- CUTTING 8K JOBS AND ELIMINATING 6K OPEN POSITIONS
- JOB CUTS WILL HELP OFFSET THE COMPANY'S INVESTMENTS
"We’re doing this as part of our continued effort to run the co…↗
Apr 23
Shay Boloor — $META is cutting 10% of its workforce by eliminating ~8,000 jobs as part of its efficiency push.
It is also scrapping ~6,000 open roles confirming layoff reports from earlier this…↗
Serenity — @halldj00 There's stuff I trade, and stuff I invest in.
I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their car…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
Shay Boloor — A couple weeks ago I initiated a position in the family portfolio in $ARM because I thought the CPU bottleneck was being badly underappreciated as AI shifts toward agentic systems…↗
Apr 22
Mike Investing — Here’s a truth many aren’t ready to hear…
Owning index funds will not make you rich.
They’ll let you capitalize on comfortable, but limited gains.
Since 2022
$NVDA +1580%
$MET…↗
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Shay Boloor — $META has broken ground on a new $1B data center in Oklahoma.
The project is expected to support more than 1,000 construction jobs at peak and over $25M in local infrastructure im…↗
Apr 21
unusual_whales — BREAKING: Meta, $META, is installing tracking software on its employee's computers to train its AI.↗
Apr 21
Shay Boloor — @JRupena $META employees are now producing the training data for their eventual replacements 👀↗
Apr 21
TheValueist — $META $NVDA $MU $SNDK $LITE The white-collar worker GAI training flywheel.
*META TO INSTALL TRACKING SOFTWARE ON US EMPLOYEE COMPUTERS:RTRS
*META TO TRACK US EMPLOYEE WORKFLOW DA…↗
Apr 21
Shay Boloor — $META is reportedly installing tracking software on U.S. employee computers to capture workflow data for AI training.
An internal memo says the tool will log mouse movements, keys…↗
Apr 21
Nick Colas & Jessica Rabe (DataTrek) — 1/2 History suggests US Big Tech is oversold relative to the S&P & will likely outperform over the next 3-4 months. $NVDA, $META, $AMZN & $GOOG are emerging as near-ter…↗
Apr 21
Serenity — Bullish on $ARM, given the new bottleneck shifting back to CPUs. MS shows stuff like Orchestration/RAG requiring CPUs.
But I'm predicting parts of localized inference to be handl…↗
Apr 21
amit — APRIL 29TH IS A BIG DAY.
Microsoft, Google, Amazon, & Meta all have earnings...on the same day.
The last time that happened?
October 29th, 2020.
So the question is...if…↗
Apr 21
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 20
Shay Boloor — $META owned WhatsApp is rolling out a new premium subscription with added customization features.
With paid messaging already above a $2B annualized run rate, this marks its first…↗
Apr 20
Nick Colas & Jessica Rabe (DataTrek) — 1/2 While US Big Tech should post better earnings growth in Q1/2026 than the “S&P 493”, that edge disappears w/out $NVDA. But estimates for the “Mag 6” are all over the map. $T…↗
unusual_whales — Meta, $META, has said it does not have enough workers to help it build data centers in the US, per Bloomberg↗
Apr 20
Lando — $META $IREN
This is great, but it just puts more emphasis on what I’ve been pounding the table on
We have a serious labor shortage amidst one of the largest and capex intensive bu…↗
Apr 20
TheValueist — $META is recognizing the tremendous shortage of tradesmen required to complete all of the GAI datacenter projects on the table. They/industry should do the same with electricians.…↗
Apr 20
Shay Boloor — $META just partnered with CBRE on a new multiyear “LevelUp” program to recruit and train thousands of fiber technicians to help build U.S. data centers.
Scaling AI infrastructure…↗
Apr 20
Daniel Koss — Will finally have time to continue my $NBIS deep dive this week!
Please don't get confused:
Yes, the stock had a massive run recently.
No, it's not overvalued.
Yes, there's still…↗
Apr 20
Jerry Capital — The only thing $GOOG needs to fear and $META stealing search share.↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Shay Boloor — $META and $GOOGL now control ~53% of global digital ad spend.
That tells you just how concentrated the internet economy has become. https://t.co/mY9C4NPxQF↗
Apr 19
Shay Boloor — $MU could be more profitable than both $AMZN and $META by 2027.
That is how powerful this memory cycle could be. https://t.co/BEPGozn9Ce↗
Apr 18
Jerry Capital — This seems wildly bullish $META https://t.co/QBYE4UWa0W↗
Apr 18
Shay Boloor — BUILDING THE INFRASTRUCTURE OF TOMORROW
1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite compo…↗
Shay Boloor — $META is reportedly laying off about 10% of its workforce.
The layoffs appear tied to Meta’s AI efficiency push as it restructures around Applied AI, leaner management and more AI…↗
Apr 17
Alphatica — $5.4 billion net buy. META finally on the tape.
$9.18B in buy blocks. $3.74B in sells. Net flow: +$5.43B. Buy/sell ratio: 2.5 to 1.
Where the institutions are buying:
$TSLA…↗
Apr 17
TheValueist — Mag7 green pre. This feels like a solid long into and through the summer. We will need to see where the prints shake out.
$NVDA $GOOGL $META https://t.co/eBAeYu4107↗
Apr 17
Shay Boloor — I still can’t believe people were staring at $META and $NVDA below 15x 2027 earnings and acting like the market had not done enough damage yet.
The opportunity was sitting right t…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
Nick Colas & Jessica Rabe (DataTrek) — The Nasdaq is up +15.5% to the S&P’s 10.7% advance off the recent bottom.
Within US Big Tech, the best performers off the lows have been $AVGO (+35.2%), $META (+25.2%), $AMZN…↗
Apr 16
Trade Whisperer — $TSM $META $AVGO $MU $DRAM
TSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year to NT$543.3 billion (US$17.23 billion).…↗
Apr 16
amit — Today was a pretty crazy day for the stock market.
How are people feeling? Too much too quickly? Coiled spring that was ready to burst?
Best 12-day stretch since 2009. It has leg…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
Serenity — I'm just sharing my journey and thoughts.
People give me too much credit, everyone takes their own trades.
As for me... I finished the day up +1,337.81% YTD.
$MSFT, $META an…↗
Apr 15
Serenity — @mi20483980476 Nice… I didn’t manage to time the very bottom for $META but don’t need to in the long run.
Not every day does mag7 growing at record paces sell off -20% in short t…↗
Apr 15
Serenity — Thank you $MSFT and $META.
The selloff overreaction presented a buying opportunity when:
-> Microsoft hit $360 and Meta hit $525.
You didn’t need to time the exact bottom.…↗
Apr 15
TheValueist — Trend is your friend with Mag7. The world feels right again with these names continuing to trade higher.
$NVDA $GOOGL $META https://t.co/sWwrNc3yse↗
Apr 15
Shay Boloor — Jane Street invested another $1B in $CRWV at $109 per share and also plans to spend ~$6B on CoreWeave’s tech offerings.
It marks CoreWeave’s third multibillion-dollar deal this mo…↗
Apr 15
The Future Investors — $META $AVGO Meta is doubling down on AI, committing to 1 gigawatt of custom chips with Broadcom in a multi-year deal through 2029 to expand its in-house AI infrastructure 🤖 ⚡ http…↗
Apr 15
Mike Investing — Over the last few weeks generational wealth has been made…
I’ve called the bottoms on:
$NBIS at $73 & ran to $166+
$CRWV at $63 & ran to $119+
$PL at $20 & ran to $…↗
Apr 15
unusual_whales — Mark Zuckerberg of $META has literally moved his desk to sit alongside Meta's AI researchers, and is coding again, per YF↗
Apr 14
Shay Boloor — $META and $AVGO just announced a multi-year partnership to support Meta’s AI compute infrastructure buildout.
Broadcom will provide technology for Meta’s MTIA training and inferen…↗
Apr 14
TheValueist — Mag7 did want to go higher.
$NVDA $GOOGL $META https://t.co/77S7wHaLF9↗
Apr 14
Shay Boloor — Great week to have ~25% of the family port in $META and $AMZN 🙃 https://t.co/YZ3yq3ub81↗
Apr 14
Shay Boloor — @StockMarketNerd Zuck is a huge part of why I own so much $META↗
Apr 14
Alex A.C. — "We expect CY27 aggregate hyperscale capex to materially exceed CY26 levels" 🔥
$GOOGL $META etc. bulding more AI capacity ==> bullish neoclouds $NBIS
And of course bullish e…↗
TheValueist — Mag7 feels like it wants to go higher.
$NVDA $GOOGL $META https://t.co/oYJoewCaRW↗
Apr 14
Shay Boloor — $META CEO Mark Zuckerberg has reportedly moved his desk into the AI lab to work directly with Alexandr Wang and Nat Friedman.
He is also said to be coding throughout the day as Me…↗
Apr 14
Jose Najarro Stocks — $CRDO Holy Smokes!! Up 17% PreMarket!!
It's been a great week for the semiconductor industry and, more importantly, for the portfolio, hitting new ATHs!!
Three things
1) When m…↗
Apr 14
Mike Investing — If you bought the most hated MAG7 name every year since 2022 you’d be up +300%, vs the S&P 500 being up +50% over the same period…
2022: $META at $89 -> +640%
2023: $AAPL at $130…↗
Shay Boloor — $META is developing photorealistic AI-powered 3D characters including an AI version of Mark Zuckerberg that he is personally training and testing for employee feedback.
It is a pr…↗
Apr 13
Evergreen Capital — Muse Spark also making $META revenue projections look increasingly low. If you believe it's a good model, and Meta will apply it/future models across platforms for users/ads, drivi…↗
Apr 13
Shay Boloor — U.S. tech valuations have compressed from 40x to 20x forward earnings in just weeks and now sit below where they were when ChatGPT launched.
The backdrop is far more real today th…↗
Apr 13
unusual_whales — Meta, $META, to bring more advertising revenue than Google, $GOOGL, per WSJ↗
Apr 13
The Future Investors — $META $GOOGL Meta is set to overtake Alphabet as the world’s largest digital ad platform in 2026 📊
💰 Meta ad revenue est. $243B vs Google est. $239B
📈 Faster growth (24% vs 12…↗
Jerry Capital — “Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are — for many that’s Bedrock” $AMZN $META↗
Apr 13
Jerry Capital — "OpenAI’s newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company’s alliance with Amazon as a key growth driver for its enterprise bus…↗
Jerry Capital — $META likely takes some search share next↗
Apr 13
Shay Boloor — Goldman Sachs maintained its Buy on $NBIS and raised its price target to $205 citing the company’s $27B AI infrastructure deal with $META.
The firm lifted FY27 to FY30 revenue est…↗
Apr 13
Shay Boloor — $META is on track to overtake $GOOGL as the world’s largest digital advertising business this year.
A pretty wild shift considering Google has dominated online ads for years. http…↗
Apr 13
The Future Investors — $META Mark Zuckerberg is building an AI version of himself 🤖
Meta plans to use this avatar to communicate with employees, trained on his voice, style, and thinking 💬
Will we al…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
TheValueist — This is a great episode by $GS. They discuss a long Mag 7 position, implemented via single stock calls, because IV is extremely cheap historically—only once before at these levels…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
Shay Boloor — @JRupena Can't forget $AVGO who controls the custom silicon layer that $GOOGL & $META depend on.↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Black Panther Capital — $NBIS has $46 billion in contracted revenue from $MSFT and $META.
> $2 billion investment from $NVDA.
> 310MW breaking ground in Finland.
> A Missouri GW campus just approved.
> R…↗
Apr 11
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Apr 11
Jerry Capital — "The Artificial Analysis team noted that Muse Spark was the second-most capable vision model they have benchmarked (it scores 80.5% on MMMU-Pro, behind only Gemini 3.1 Pro Preview…↗
Apr 10
Alphatica — Yesterday they bought $17.6 billion. Today they're selling.
The institutional tape flipped.
$619M in sell blocks vs $298M in buys. Net flow: −$321M. First net-sell reading since…↗
Apr 10
TheValueist — Nothing is ever a must-buy in my book. For Mag 7 names, I like $NVDA $GOOGL $META more at these prices. For $ORCL , I am staying away. Too much FUD around financing; they could abs…↗
Apr 10
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
mon — CoreWeave $CRWV is on a roll.
First $META increases CoreWeave partnership with a $21 billion agreement.
Now CoreWeave secures multi-year deal with Anthropic to power Claude AI mo…↗
Apr 10
Alphatica — Anomaly Obituary: The Overnight Drift Is Dead.
We studied 22 years of S&P 500 data across 500 stocks and split every trading day into two sessions: close-to-open (prior day's 4 PM…↗
Apr 9
Mike Investing — The S&P 500 is just -2% off all time highs.
Meanwhile many individual tech & growth stocks are still down 50-70%.
You need to focus on these 5 name ONLY as this next market cycle…↗
Apr 9
Alphatica — CLOSING TAPE | 3:55 PM ET
This morning we opened our institutional tape for the first time. Here's how the full day printed.
$13.6 billion in net block buy flow. 14,540 prints.…↗
Jerry Capital — $META AI implemented into Meta Glasses will give Zuck a true iPhone moment. It's happening.
While Google turned into Alphabet last year.
Facebook will finally turn into Meta. h…↗
Apr 9
Jerry Capital — If my glasses thesis comes true $META https://t.co/DlqC7hVFsq↗
Apr 9
unusual_whales — Meta, $META, began removing ads from attorneys who were seeking clients that claim to have been harmed by social media while under the age of 18, per Axios↗
Apr 9
Alphatica — Every day we sit on data most people will never see.
We built a system that captures every trade ≥$500K across the 100 most-discussed stocks on this app in real-time, every second…↗
Apr 9
TheValueist — $META RESEARCH NOTE - Meta’s Muse Reset: Spark Validates the Wang-Led Relaunch, Not Yet the Full Infrastructure Mosaic
https://t.co/2k3VB34Owu
Bottom Line: Muse Spark should be i…↗
Jose Najarro Stocks — MASSIVE COREWEAVE NEWS TODAY -- NEW DEAL + NEW DEBT
$META Commits additional $21B for compute, bringing the total to ~$35B.
Coreweave Raises 2 Types of Debt
1) CoreWeave Announc…↗
Apr 9
CK Capital — $EOS.AX is one of my highest conviction positions and one of the largest holdings in my entire portfolio.
Here is a full deep dive on why.
Buckle up.
Most people have never hea…↗
Apr 9
mon — $META commits to spending additional $21 billion with CoreWeave $CRWV as AI costs keep rising.
CoreWeave announced an expanded long-term agreement with Meta Platforms to provide A…↗
Apr 9
SandemanStocks — Editing is a lost skill.
I think you guys meant “Muse”
Unless @elonmusk just bought $META??!! https://t.co/bAIeFDjew0↗
Apr 9
The Future Investors — $CRWV $META CoreWeave and Meta Platforms expanded their partnership with a $21B deal through 2032 💰 🤝
Meta will use CoreWeave’s AI cloud (incl. new NVIDIA Vera Rubin systems) to…↗
Apr 9
Shay Boloor — $CRWV up ~8% after news of an expanded $META AI infrastructure deal. https://t.co/xLvzqpsE9D↗
Apr 9
InvestmentGuru — $CRWV Shares Jump 8% Premarket After Co Announces $21 Billion Expanded AI Infrastructure Deal With $META Platforms↗
Shay Boloor — $META has committed another $21B to $CRWV for AI cloud infrastructure on top of its prior $14B arrangement.
The spending runs from 2027 through 2032 as Meta adds external capacity…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
CK Capital — My favorite stocks right now by sector:
Space & Launch:
$ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year.
$FLY — First…↗
Apr 9
Evergreen Capital — I tested $META's Muse Spark over the last few hours and came away net positive. 3 main takeaways:
1) Quality: It's a very good model. Not quite frontier but good. It showed compa…↗
Apr 8
Ben Pouladian — AI for the rest of the world.
Said it on @ForwardFuture with @MatthewBerman last week. Muse Spark today makes it real.
$META has the only distribution surface and the only datase…↗
Apr 8
Jason's Chips — $META might be a pretty easy 2x from here↗
Apr 8
CK Capital — $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…↗
Apr 8
Michael Sikand 🦑 — Imagine you build a $30B empire.
Only to lose it overnight...
$NBIS is the greatest business comeback story no one talks about.
The stock is just +2% in after a $17B $MSFT deal,…↗
Apr 8
Jerry Capital — $META fast, cheap, visual = solid consumer AI coming↗
Apr 8
Evergreen Capital — Still needs to pass the vibes test, but this looks super impressive from $META. On paper, reasoning and coding benchmarks appear broadly competitive with (though still a touch belo…↗
Apr 8
Evergreen Capital — Jensen told us MSL was here a month ago. Nobody listened. $NVDA $META https://t.co/S9VYnnkQgk↗
Shay Boloor — @JRupena $META close to $500 was a gift↗
Apr 8
amit — $META PUTS OUT A NEW AI MODEL FOR THE FIRST TIME IN YEARS
MARKET FORGETS ABOUT THE LAWSUITS FROM TWO WEEKS AGO
finally, some actual AI news being priced into one of the fastest g…↗
Apr 8
TheValueist — Got to like the $META r/r here. https://t.co/9lRoSwSOLJ↗
InvestmentGuru — Meta $META surges over +8% after announcing its first AI model from its “prized” superintelligence group.↗
Apr 8
Shay Boloor — $META is up over 8% because Muse Spark looks like proof Meta’s full AI rebuild is working across the largest consumer distribution surface in the world.
Every extra minute of enga…↗
Apr 8
Jerry Capital — "With Muse Spark, we're on a predictable and efficient scaling trajectory. We look forward to sharing increasingly capable models on the path to personal superintelligence soon" $M…↗
Apr 8
The Future Investors — $META Meta reenters the AI race with Muse Spark 🤖
It powers its AI apps and will expand across WhatsApp, Instagram, and smart glasses 📱🕶️
The model supports multimodal input (…↗
Apr 8
Antonio Costa — $META is back !! https://t.co/qHwoodnSML↗
Apr 8
Shay Boloor — $META has unveiled Muse Spark, the first model from Meta Superintelligence Labs and now the most powerful model powering Meta AI.
It adds native multimodal reasoning, tool use &am…↗
Apr 8
Shay Boloor — $META and $U just announced a new multi year agreement that expands their long standing partnership in virtual reality.
Unity will continue supporting Meta’s VR platform as the tw…↗
Apr 8
InvestmentGuru — Know Your Charts, Know Your Edge.
Most traders lose because they chase everything. The edge? Master a few names cold.
$MSFT , $GOOG , $META , $MU , $AMZN and $SPY
These aren’t r…↗
Apr 8
Dustin — $META Potential Cup & Handle forming
This structure is getting clearer 🫡
We have:
• Rounded base → long accumulation
• Right side recovery → strength returning
• Handle → sho…↗
Apr 8
InvestmentGuru — Overnight markets are ripping 🔥
Ceasefire news easing geopolitical tensions has flipped sentiment fast — risk is back ON.
🚀 Tech leading:
$TSLA, $AMD, $META +4%
$NVDA, $GOO…↗
Apr 7
Jason Luongo — 5. Poor Man's Covered Call on $META
$META at $575.05. Claude combined a deep ITM LEAP with a short-term call:
Buy: $450 call, Jan 2027 (delta 0.81 - behaves close to owning share…↗
Apr 7
CK Capital — I think that in no time $NBIS is going to be the $AMZN AWS of AI infrastructure and here is exactly why.
When $AMZN built AWS nobody thought a retailer was going to become the bac…↗
Apr 7
Frenchie — 🚨Marc Tuttle vient encore de signer une masterclass.
Après avoir sécurisé $META juste avant le changement de ticker de Facebook, il vient de remettre ça avec SpaceX en vue de leu…↗
Apr 7
Black Panther Capital — $NBIS is up 435% in 12 months.
Most people think that means they missed it.
Here's what they're not pricing in:
> $27B $META deal.
> $2B $NVDA investment.
> Finland campus at…↗
Apr 7
CK Capital — This is the life you will be living when these hit.
$ASTS $3,000 — You own a piece of the company connecting 3.2 billion smartphones to space. Every major carrier on earth is your…↗
Apr 6
CK Capital — The AI trade is not just about chips.
Every single GPU $NVDA sells needs to talk to thousands of other GPUs at speeds copper cables physically cannot handle. Without solving that…↗
Apr 6
amit — @SayNoToTrading @RentYourStocks just seeing this...looks like someone was listening to basis points! hahaha
at this point just give us $META below $500...if so it would be so, so…↗
Apr 6
Shay Boloor — $META is preparing to launch its first AI models developed under Alexandr Wang.
The company also plans to eventually release open-source versions of those models. https://t.co/B3e…↗
Apr 6
Serenity — The current bottleneck: Transformers/Switchgear. Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.
They dominate the market for:
-Transformers (dry, multi year bot…↗
Serenity — I’ve been thinking about this report more from last month…
It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think.
Because o…↗
Apr 5
Shay Boloor — Bill Ackman says when demand is strong enough to force more capacity buildout then CapEx should be seen as a signal of strength.
In the AI economy, more compute means more intelli…↗
Apr 5
Shay Boloor — Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL.
Volatility is the pr…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
CK Capital — Best 8 buys in the entire market right now.
1.$ASTS — Market cap $34B. Direct-to-device satellite connectivity for 3.2B subscribers. Commercial service starting this year. Destina…↗
Apr 3
Evergreen Capital — There’s rightfully debate on META’s LLM prospects and ROAI. Meanwhile Instagram just served me an ad that got me to spend $1,000 on a ticket to a tech conference. Zuck is a money m…↗
Black Panther Capital — 🚨 I've been warning about this for weeks; a -20% drawdown. This is my last one.
I'm not a doom-poster. I don't do fear content.
This is just the most COMPLETE picture I can give…↗
Tradable Astronaut — Trump speaks at 9PM tonight. Tomorrow the market reacts.
Models improving short term.
Flow says institutions are hedging hard on equities but betting oil drops after April 6th.…↗
Apr 1
JC Investing — How much you’d have now if you invested $10,000 10 years ago.
$VOO - $41,000 (15% Annualised)
$GOOG - $70,000 (20% Annualised)
$QQQ - $82,000 (23% Annualised)
$AMZN - $85,000 (2…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
Apr 1
Shay Boloor — $META has been an absolute monster this week https://t.co/x966YSbGcc↗
amit — @WhitePine009 @vinceisbullish Unfortunately not, the valuation is a bit high compared to names trading at a 20 fwd p/e like $NVDA $META↗
Apr 1
amit — SPACEX HAS OFFICIALLY FILED FOR AN IPO.
SpaceX Revenue — $15B, targeting a $1.75T valuation
$META Revenue — $200B, currently at a $1.45T valuation
Are you buying the SpaceX IPO?↗
Apr 1
Serenity — @Jornka329996 How is $AAOI direct to $ORCL, $MSFT, $AMZN, and maybe $META needing new clients?
Those are probably the best they can get lol↗
Apr 1
Serenity — The War is finally over?
$MSFT to $META has largely crashed due to Macro, and we might see a recovery if this plays out.
Trump: "We'll be leaving very soon," he told reporters…↗
InvestmentGuru — 10 BEST GROWTH STOCKS TO BUY RIGHT NOW
$NVDA
→ Price: ~$165 | 52-week high: $212
→ Revenue grew 62% YoY last quarter, net income +65% 
→ Next stage: edge device penetration + sof…↗
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗