To The Moon

Meta’s latest earnings: the quarter was strong — but the capex number is the real story Meta just reported a very unusual quarter. On the surface, the numbers were excellent: Q1 2026 revenue reached $56.3 billion, up 33% year over year. Operating income rose 30% to $22.9 billion, while operating margin stayed at 41%. Family daily active people reached 3.56 billion, up 4% year over year. Ad impressions grew 19%, and average price per ad increased 12%. In other words, the core advertising machine is not broken. It is accelerating.  But the market did not focus only on the beat. It focused on one line in the outlook: Meta now expects 2026 capital expenditures of $125 billion to $145 billion, up from the previous range of $115 billion to $135 billion. Management said the increase reflects hig

Meta Platforms (META) dominates social media with ~3.5+ billion daily active users across Facebook, Instagram, WhatsApp, and Threads, powering an unmatched advertising flywheel. In Q1 2026, revenue surged 33% YoY to $56.3B (beating estimates), with EPS at $10.44, driven by AI-enhanced ad targeting, higher impressions, and better pricing. **Why META is a strong stock to buy (100-word summary):**   Meta offers a high-quality compounder trading at a compelling valuation (~22-28x forward P/E, PEG ~0.9, discount to peers). AI is already boosting ad efficiency and engagement (Reels, creative tools), fueling 20%+ revenue growth while Meta eyes overtaking Google in global ad revenue (~$243B projected for 2026). Strong moat, 40%+ operating margins, massive scale, and Llama open-source lea

Meta looks strong with solid AI-driven ad growth and high profitability. It’s not cheap, but still a quality long-term growth stock worth buying on dips.

Meta’s selloff makes sense if the market is reacting to the sheer size of capex, but I do not think higher spending automatically means the thesis is broken. If that investment keeps improving AI engagement, ad tools, and monetisation, this may end up looking more like investment shock $Meta Platforms, Inc.(META)$  than structural weakness. My read: near term, volatility probably stays elevated. Longer term, the real question is whether Meta earns enough on that spend to justify the fear.

Meta needs to fall another 10% to buy

Meta Platforms (META) dominates social media with ~3.5+ billion daily active users across Facebook, Instagram, WhatsApp, and Threads, powering an unmatched advertising flywheel. In Q1 2026, revenue surged 33% YoY to $56.3B (beating estimates), with EPS at $10.44, driven by AI-enhanced ad targeting, higher impressions, and better pricing. **Why META is a strong stock to buy:**   Meta offers a high-quality compounder trading at a compelling valuation (~22-28x forward P/E, PEG ~0.9, discount to peers). AI is already boosting ad efficiency and engagement (Reels, creative tools), fueling 20%+ revenue growth while Meta eyes overtaking Google in global ad revenue (~$243B projected for 2026). Strong moat, 40%+ operating margins, massive scale, and Llama open-source leadership position it

Chance to buy more With Meta!

Long term, the story is still intact. Meta has strong cash flow, a dominant ads platform, and real positioning in AI. But in the short term, the stock may stay volatile or move sideways as investors wait for clearer signs that these AI investments will pay off. Instead of blindly buying the dip, a more measured approach makes sense. You can scale in gradually rather than going all at once. If you’re using options, selling puts at levels you’re comfortable owning the stock can be more efficient. It also helps to balance exposure with names that have more stable cash flow and less aggressive spending.

Good time to invest 

The 6% drop after hours isn't about capex. It's about Susan Li telling the market 2027 is when this spend pays off, not 2026. $145B is loud. But Meta's ad revenue per DAU is up, and AI-driven targeting plus Reels recommendations are pulling more from the same user base. Capex/revenue near 70% looks insane only if you think Meta is GE in 2002. They aren't. They're funding the next ad-tech cycle while the rest of Mag 7 still pretends ROI is next quarter. The interesting tell is the related tickers on this topic: CRWV at $113.31 and AVGO at $406.94. CoreWeave didn't catch a bid AH despite being a direct beneficiary of hyperscaler GPU demand. That's the real signal. If CRWV and AVGO underperform into next week, the market is pricing AI infrastructure as commoditized, not strategic. That breaks

Tiger Coin, I need to post something for that

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ Meta is heading into next week’s earnings with a massive $27 billion data center expansion in full swing, creating the ultimate stress test for its AI strategy. The central tension is whether AI-driven ad monetization can accelerate fast enough to absorb this relentless capex wave — or if margins will get crushed before the payoff arrives. 😤 With $660 acting as near-term technical support and $630 as the next downside target, the stock is at a make-or-break inflection. Institutional debate is raging between Meta and Microsoft as the two clearest AI infrastructure plays, but which one actually has the stronger hand right now? Emerging markets are watching clos

$CoreWeave, Inc.(CRWV)$ not bad

Meta Fuels AI Rally—Bullish Bets on META and NBIS  $Meta Platforms, Inc.(META)$  's renewed push into AI infrastructure has become the immediate catalyst for the latest rally in the compute theme. As its partnership with $CoreWeave, Inc.(CRWV)$   expands, the market has quickly revised up expectations for future orders and utilization across compute providers, sending shares of $NEBIUS(NBIS)$   and other AI infrastructure names sharply higher. But after such a rapid move, a more practical question emerges: Is this rally still worth chasing—and if so, how should investors participate? The options market

This is worth your time reading 

This could worth reading 

Yes. Let's go All the way.😊

$Meta Platforms, Inc.(META)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Meta just dropped a monster $21 billion AI cloud infrastructure pact with CoreWeave, supercharging its long-term narrative of upgrading ad algorithms through cutting-edge AI and locking in massive compute power for years ahead. 😤 This deal isn't just another headline — it's a clear signal that Meta is all-in on AI-driven monetization, with CoreWeave providing the hyperscale infrastructure to train and run next-gen models that could boost ad targeting efficiency by 25-30%. BNP Paribas is pounding the table with a pre-earnings buy cal

META INKS A $21B COREWEAVE DEAL: IS THIS THE ULTIMATE PRE-EARNINGS BUY? Meta just dropped a massive structural bombshell by signing a $21 billion AI cloud infrastructure agreement with CoreWeave. As if that wasn't enough to wake up the market, BNP Paribas just pounded the table with a wildly bullish pre-earnings note, projecting a staggering 33% Q1 revenue growth and an EPS print above $7.00. This isn't just another routine tech partnership. It is a calculated, aggressive move to dominate the next era of digital advertising. With analysts now citing a potential 66% upside and institutional accumulation shifting into high gear, here is why this deal changes the entire calculus for Meta investors.  1. THE COREWEAVE MASTERSTROKE: SCALING WITHOUT THE CAPEX SHOCK    Historically,

CoreWeave to secure the computing power it needs for AI over the next several years. In simple terms, Meta is locking in the tools and servers required to keep building and improving its AI as competition grows.

Meta’s latest earnings: the quarter was strong — but the capex number is the real story Meta just reported a very unusual quarter. On the surface, the numbers were excellent: Q1 2026 revenue reached $56.3 billion, up 33% year over year. Operating income rose 30% to $22.9 billion, while operating margin stayed at 41%. Family daily active people reached 3.56 billion, up 4% year over year. Ad impressions grew 19%, and average price per ad increased 12%. In other words, the core advertising machine is not broken. It is accelerating.  But the market did not focus only on the beat. It focused on one line in the outlook: Meta now expects 2026 capital expenditures of $125 billion to $145 billion, up from the previous range of $115 billion to $135 billion. Management said the increase reflects hig

Meta Platforms (META) dominates social media with ~3.5+ billion daily active users across Facebook, Instagram, WhatsApp, and Threads, powering an unmatched advertising flywheel. In Q1 2026, revenue surged 33% YoY to $56.3B (beating estimates), with EPS at $10.44, driven by AI-enhanced ad targeting, higher impressions, and better pricing. **Why META is a strong stock to buy (100-word summary):**   Meta offers a high-quality compounder trading at a compelling valuation (~22-28x forward P/E, PEG ~0.9, discount to peers). AI is already boosting ad efficiency and engagement (Reels, creative tools), fueling 20%+ revenue growth while Meta eyes overtaking Google in global ad revenue (~$243B projected for 2026). Strong moat, 40%+ operating margins, massive scale, and Llama open-source lea

Meta Platforms (META) dominates social media with ~3.5+ billion daily active users across Facebook, Instagram, WhatsApp, and Threads, powering an unmatched advertising flywheel. In Q1 2026, revenue surged 33% YoY to $56.3B (beating estimates), with EPS at $10.44, driven by AI-enhanced ad targeting, higher impressions, and better pricing. **Why META is a strong stock to buy:**   Meta offers a high-quality compounder trading at a compelling valuation (~22-28x forward P/E, PEG ~0.9, discount to peers). AI is already boosting ad efficiency and engagement (Reels, creative tools), fueling 20%+ revenue growth while Meta eyes overtaking Google in global ad revenue (~$243B projected for 2026). Strong moat, 40%+ operating margins, massive scale, and Llama open-source leadership position it

Meta’s selloff makes sense if the market is reacting to the sheer size of capex, but I do not think higher spending automatically means the thesis is broken. If that investment keeps improving AI engagement, ad tools, and monetisation, this may end up looking more like investment shock $Meta Platforms, Inc.(META)$  than structural weakness. My read: near term, volatility probably stays elevated. Longer term, the real question is whether Meta earns enough on that spend to justify the fear.

Meta looks strong with solid AI-driven ad growth and high profitability. It’s not cheap, but still a quality long-term growth stock worth buying on dips.

Meta needs to fall another 10% to buy

Long term, the story is still intact. Meta has strong cash flow, a dominant ads platform, and real positioning in AI. But in the short term, the stock may stay volatile or move sideways as investors wait for clearer signs that these AI investments will pay off. Instead of blindly buying the dip, a more measured approach makes sense. You can scale in gradually rather than going all at once. If you’re using options, selling puts at levels you’re comfortable owning the stock can be more efficient. It also helps to balance exposure with names that have more stable cash flow and less aggressive spending.

Chance to buy more With Meta!

Good time to invest 

The 6% drop after hours isn't about capex. It's about Susan Li telling the market 2027 is when this spend pays off, not 2026. $145B is loud. But Meta's ad revenue per DAU is up, and AI-driven targeting plus Reels recommendations are pulling more from the same user base. Capex/revenue near 70% looks insane only if you think Meta is GE in 2002. They aren't. They're funding the next ad-tech cycle while the rest of Mag 7 still pretends ROI is next quarter. The interesting tell is the related tickers on this topic: CRWV at $113.31 and AVGO at $406.94. CoreWeave didn't catch a bid AH despite being a direct beneficiary of hyperscaler GPU demand. That's the real signal. If CRWV and AVGO underperform into next week, the market is pricing AI infrastructure as commoditized, not strategic. That breaks

Tiger Coin, I need to post something for that

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ Meta is heading into next week’s earnings with a massive $27 billion data center expansion in full swing, creating the ultimate stress test for its AI strategy. The central tension is whether AI-driven ad monetization can accelerate fast enough to absorb this relentless capex wave — or if margins will get crushed before the payoff arrives. 😤 With $660 acting as near-term technical support and $630 as the next downside target, the stock is at a make-or-break inflection. Institutional debate is raging between Meta and Microsoft as the two clearest AI infrastructure plays, but which one actually has the stronger hand right now? Emerging markets are watching clos

I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<

$Meta Platforms, Inc.(META)$ $CoreWeave, Inc.(CRWV)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Meta just dropped a monster $21 billion AI cloud infrastructure pact with CoreWeave, supercharging its long-term narrative of upgrading ad algorithms through cutting-edge AI and locking in massive compute power for years ahead. 😤 This deal isn't just another headline — it's a clear signal that Meta is all-in on AI-driven monetization, with CoreWeave providing the hyperscale infrastructure to train and run next-gen models that could boost ad targeting efficiency by 25-30%. BNP Paribas is pounding the table with a pre-earnings buy cal

Meta Fuels AI Rally—Bullish Bets on META and NBIS  $Meta Platforms, Inc.(META)$  's renewed push into AI infrastructure has become the immediate catalyst for the latest rally in the compute theme. As its partnership with $CoreWeave, Inc.(CRWV)$   expands, the market has quickly revised up expectations for future orders and utilization across compute providers, sending shares of $NEBIUS(NBIS)$   and other AI infrastructure names sharply higher. But after such a rapid move, a more practical question emerges: Is this rally still worth chasing—and if so, how should investors participate? The options market

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

META INKS A $21B COREWEAVE DEAL: IS THIS THE ULTIMATE PRE-EARNINGS BUY? Meta just dropped a massive structural bombshell by signing a $21 billion AI cloud infrastructure agreement with CoreWeave. As if that wasn't enough to wake up the market, BNP Paribas just pounded the table with a wildly bullish pre-earnings note, projecting a staggering 33% Q1 revenue growth and an EPS print above $7.00. This isn't just another routine tech partnership. It is a calculated, aggressive move to dominate the next era of digital advertising. With analysts now citing a potential 66% upside and institutional accumulation shifting into high gear, here is why this deal changes the entire calculus for Meta investors.  1. THE COREWEAVE MASTERSTROKE: SCALING WITHOUT THE CAPEX SHOCK    Historically,

On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of

Last Week's Recap 1. U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again

🔥 META’S PERFECT STORM: $310B Wiped, $135B Bet, & The Question Every Investor Is Asking Is this the buying opportunity of 2026 — or the beginning of something much darker? 💥 What Just Happened? Meta Platforms delivered a moment of silence on trading floors on March 27, 2026. Its stock lost about $119 billion in market value in a single session, falling 8% to close at $545.75 — its lowest level since April 2025. Even more brutal: Meta shares are now down 33% from their all-time high, dramatically lagging the Nasdaq 100 this year, and have lost $310 billion in market cap in March alone. For context — that’s more than the entire market cap of Nike, Starbucks, and Goldman Sachs… combined. 😳 ⚖️ The “Addiction Tax” Is Now Real This wasn’t just one bad headline. It was two gut-punches in rapi