$Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$
Meta just delivered a decisive earnings beat, and the tape responded with after-hours upside, volume expansion, and momentum re-acceleration. This is a growth + AI + liquidity reaction, not just a headline pop.
๐ข EPS $8.88 vs $8.18 expected, beat by ~9%
๐ข Revenue $59.89B vs $58.47B expected, beat by ~2%
๐ After-hours +3% toward ~$690
๐ฅ Implied move ยฑ5.7%, realised move expanding with volatility repricing
๐ Growth profile strengthening
โข EPS up ~11% YoY
โข Revenue up ~24% YoY
โข EPS up ~22% QoQ
โข Revenue up ~17% QoQ
๐ค Meta just front-loaded the AI arms race
โข 2026 CapEx guided at $115Bโ$135B, well above Street ~$111B
โข Heavy acceleration in AI infrastructure, compute, and data centres
โข Q1 revenue guide $53.5Bโ$56.5B, topping consensus
This is AI spend pressure in the short term, but platform dominance and monetisation leverage in the long term. The market is now pricing higher growth ambition, higher ROI expectations, and a faster innovation cycle.
Flow read:
โ๏ธ Liquidity rotating back into mega-cap AI
๐ Positioning adjusting higher, momentum rebuilding
๐ฅ Volatility expanding, gamma and derivatives flow re-pricing risk
๐ง Narrative shifting toward Meta as a scaled AI monetisation engine
This is Meta in velocity modeลณ mode, where earnings strength meets AI conviction and liquidity follows. Tape feels fast, reactive, and regime-shifting.
Pure growth. Pure flow. Pure Meta acceleration.
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