To The Moon

$Meta Platforms, Inc.(META)$  Maybe meta will slip to 500

$Meta Platforms, Inc.(META)$   META’s $14B Nuclear Gamble: Is Mark Zuckerberg Building a Moat or a Money Pit? Meta Platforms (META) dropped 2.2% following reports that its new nuclear-powered data center could come with an eye-watering $14 billion price tag. This isn’t just a headline about a single factory; it’s a wake-up call regarding the true cost of the AI arms race. While Big Tech has been battling over GPUs (Nvidia chips), the battlefield has quietly shifted to the one thing chips can’t run without: Energy. But for traders, the immediate question is sharper: Does this massive CapEx spend signal a visionary long-term play, or are we seeing a return to the unchecked spending that crushed the stock in 2022? 1️⃣ The Sticker Shock: Why

Meta's substantial investment in a new data center campus, including a $4.3 billion contribution and a $12.3 billion initial lease commitment for a Louisiana data center, along with a $27 billion Hyperion AI data center developed through a joint venture, presents a dual impact on the company. These investments are aimed at supporting Meta's generative AI efforts and core business, requiring significant infrastructure and headcount. Impact on AI Advantage and Margins: Meta's strategy involves heavy investments in AI initiatives to enhance products, advertising tools, and to develop and train AI models. These endeavors are crucial for securing a long-term AI advantage by providing reliable power and infrastructure for AI workloads. However, the company acknowledges that such significant inve

Meta's Stock Slump Boosts Demand for Put Options for Mag 7's Worst Performer $Meta Platforms, Inc.(META)$   saw increasing demand for put options that can shield investors against a continued share slump for the worst performing Magnificent Seven stock over the past three months.  Shares fell 1.7% Tuesday after Bloomberg reported that the parent company of Facebook, Instagram and WhatsApp was in talks with $EssilorLuxottica(ESLOY)$   for the potential doubling of production capacity for AI-powered Ray Ban smart glasses by the end of the year.  "Meta potentially doubling Ray Ban availability, anticipating demand for AI wearables, could be too optimis

$Meta Platforms, Inc.(META)$ continue to stack up!!!! 

$META 20260130 700.0 CALL$  

$Meta Platforms, Inc.(META)$   META’s $14B Nuclear Gamble: Is Mark Zuckerberg Building a Moat or a Money Pit? Meta Platforms (META) dropped 2.2% following reports that its new nuclear-powered data center could come with an eye-watering $14 billion price tag. This isn’t just a headline about a single factory; it’s a wake-up call regarding the true cost of the AI arms race. While Big Tech has been battling over GPUs (Nvidia chips), the battlefield has quietly shifted to the one thing chips can’t run without: Energy. But for traders, the immediate question is sharper: Does this massive CapEx spend signal a visionary long-term play, or are we seeing a return to the unchecked spending that crushed the stock in 2022? 1️⃣ The Sticker Shock: Why

Meta's Stock Slump Boosts Demand for Put Options for Mag 7's Worst Performer $Meta Platforms, Inc.(META)$   saw increasing demand for put options that can shield investors against a continued share slump for the worst performing Magnificent Seven stock over the past three months.  Shares fell 1.7% Tuesday after Bloomberg reported that the parent company of Facebook, Instagram and WhatsApp was in talks with $EssilorLuxottica(ESLOY)$   for the potential doubling of production capacity for AI-powered Ray Ban smart glasses by the end of the year.  "Meta potentially doubling Ray Ban availability, anticipating demand for AI wearables, could be too optimis

Meta's substantial investment in a new data center campus, including a $4.3 billion contribution and a $12.3 billion initial lease commitment for a Louisiana data center, along with a $27 billion Hyperion AI data center developed through a joint venture, presents a dual impact on the company. These investments are aimed at supporting Meta's generative AI efforts and core business, requiring significant infrastructure and headcount. Impact on AI Advantage and Margins: Meta's strategy involves heavy investments in AI initiatives to enhance products, advertising tools, and to develop and train AI models. These endeavors are crucial for securing a long-term AI advantage by providing reliable power and infrastructure for AI workloads. However, the company acknowledges that such significant inve

$Meta Platforms, Inc.(META)$  Maybe meta will slip to 500

$Meta Platforms, Inc.(META)$ continue to stack up!!!! 

$META 20260130 700.0 CALL$