Mo฿ 𝕏

[Mo฿ 𝕏 @crypt0mob]

@Mr_Derivatives

[WOLF @WOLF_Financial]

META $META JUST REPORTED Q1 EARNINGS - EXTENDED VERSION

- Revenue: $56.31B vs $55.45B est 🟢 (+33% YoY)
- EPS: $10.44 (+62% YoY)
- Net Income: $26.77B (+61% YoY)
- Operating Margin: 41%
- Income from Operations: $22.87B (+30% YoY)
- Free Cash Flow: $12.39B
- Capital Expenditures: $19.84B in Q1

Q2 guidance:
- Revenue: $58.0B - $61.0B vs $59.5B est 🟢
- Includes a ~2% FX tailwind to YoY revenue growth

Full-year 2026 guidance:
- Total Expenses: $162B - $169B (unchanged)
- Capital Expenditures: $125B - $145B (raised from prior $115B - $135B)
- Operating income expected above 2025 levels

Segment breakdown:
- Family of Apps Revenue: $55.91B
- Family of Apps Operating Income: $26.90B
- Reality Labs Revenue: $402M
- Reality Labs Operating Loss: $4.03B

User and ad metrics:
- Family Daily Active People: 3.56 billion in March 2026 (+4% YoY)
- Ad Impressions: +19% YoY
- Average Price per Ad: +12% YoY
- Headcount: 77,986 (+1% YoY)

Beat across the board, with revenue +33% YoY and Q2 guidance above consensus.

Other notable items:
- Mark Zuckerberg: "We had a milestone quarter with strong momentum across our apps and the release of our first model from Meta Superintelligence Labs. We're on track to deliver personal superintelligence to billions of people."
- Q1 results include an $8.03B income tax benefit (partially offsetting a $15.93B non-cash tax charge from Q3 2025 tied to the One Big Beautiful Bill Act)
- Excluding the tax benefit, EPS would have been $3.13 lower
- The slight QoQ decline in DAP was driven by internet disruptions in Iran and a restriction on access to WhatsApp in Russia

[Mo฿ 𝕏 @crypt0mob]

@TheLongInvest

[Mo฿ 𝕏 @crypt0mob]

@squawksquare

[Mo฿ 𝕏 @crypt0mob]

@jimcramer

[Shay Boloor @StockSavvyShay]

15 STOCKS THAT SCALE WITH $NVDA AI ENGINE

1. $IREN builds low-cost, energy-backed compute at industrial scale
2. $ALAB removes GPU-to-memory bottlenecks so inference doesn’t stall
3. $TSLA is deploying physical AI that moves, acts & operates in the real world
4. $OKLO provides always-on nuclear power for inference-driven data centers
5. $AVGO ties compute, memory & networking together with custom silicon
6. $ASML is the AI kingmaker since every advanced chip is built with its machines
7. $TSM is the factory that manufactures the chips the entire AI stack depends on
8. $CIFR is the landlord of the AI buildout through owned power & data center sites
9. $ANET moves data between GPUs fast enough for rack-scale AI systems to function
10. $ARM scales low-power inference across edge devices & distributed AI workloads
11. $VRT keeps AI data centers powered & cooled so nonstop inference actually works
12. $AMD is the second source that prevents the AI economy from relying on one supplier
13. $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context
14. $NBIS is the cloud utility for the AI age, turning compute into on-demand infrastructure
15. $PLTR monetizes the layer that converts AI models into operational decisions & productivity

[Mo฿ 𝕏 @crypt0mob]

@SteveUrkelDude

[Earnings Whispers @eWhispers]

Here's an early look at Q4 2025 earnings season. $META $AMZN $PLTR $CRWV and a few others still haven't scheduled earnings yet, so any date you see for those companies are just guesses, and they are left off this calendar.

https://t.co/My2Eq16qS8

$NFLX $TSM $MSFT $SOFI $JPM $AAPL $TSLA $AMD $DAL $GOOGL $UNH $HOOD $INTC $WFC $MS $ARM $APP $ISRG $GS $PG $ORLY $C $BLK $COP $ALAB $BA $JBHT $JNJ $SNDK $T $RF $PEP $BAC $AA $HOMB $PFE $NDAQ $SIFY $SYF $STT $SLB $PNC $IBKR $IBM $FCX

[amit @amitisinvesting]

WALL STREET TOP STOCK PICKS FOR 2026:

Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG

Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL

RBC Capital Markets → $ABNB, $META, $UBER, $DASH, $MSFT, $INTU, $CRM,

Wolfe Research → $MU, $FDX, $ORLY, $LITE, $AMZN, $META, $UBER, $GOOGL, $MSFT, $NVDA

pretty much all the banks are saying go long Mag 7s and don’t fade giants like salesforce and uber even if they haven’t held up

either the Mag 7 trade gets exhausted next year or the big get bigger…

[il Capo @CryptoCapo_]

$BTC

Bitcoin reached the local low on November 21st ($80.5k). Since then, it's been ranging between $84k-90k for more than a month.

$90k is key level to reclaim. If that happens -> $95k. Clean break above and $100ks.

Likely scenario imo. Bullish.

[Nick shirley @nickshirleyy]

🚨 Here is the full 42 minutes of my crew and I exposing Minnesota fraud, this might be my most important work yet. We uncovered over $110,000,000 in ONE day. Like it and share it around like wildfire! Its time to hold these corrupt politicians and fraudsters accountable

We ALL work way too hard and pay too much in taxes for this to be happening, the fraud must be stopped.

[Mo฿ 𝕏 @crypt0mob]

@brian_armstrong

[TrendSpider @TrendSpider]

Wall Street says these stocks are massively mispriced.

We scanned for names trading 25%+ below the average analyst price target and the list is stacked.

When expectations and price are this far apart, things tend to move:

NVIDIA $NVDA 🔺 +50% upside

[Mo฿ 𝕏 @crypt0mob]

@sparkle6193920 @SteveUrkelDude

[Kris Patel 🇺🇸 @KrisPatel99]

$META golden cross incoming…

META is continuing to see higher ad spend as a result of its investment in AI tools. These tools not only give Meta a layup when it comes to demand but also generates a moat that will see growth continue.

Long $META

[Danny cheng @dannycheng2022]

$META (Dec 5, 2025-daily)

My chart has given us two dip-buying opportunities to accumulate $META:

1. November 20 – The appearance of the last volatility hole, with $META trading between $583 and $606.
2. November 24 (4 days later) – The last red candle, with $META trading between $597 and $616.

A red ribbon is poised to unfold now. Does it suggest another opportunity?

Key resistance levels (momentum bars):
$664
$710
$750

[Kris Patel 🇺🇸 @KrisPatel99]

$META

Today’s news on Reality Labs cutbacks is highly reminiscent of what we saw in 2022, the so-called “Year of Efficiency.”

While Reality Labs will remain part of the company’s long-term vision, AI has clearly become the top priority. Attracting the best talent in the field requires more than offering abundant compute resources—it also demands giving employees confidence that their long-term investment in the company will pay off.

No one wants to work for a company whose share price is stagnant or declining. This means $META must remain both capital-disciplined and focused on creating shareholder value to continue attracting top-tier talent.

Management has executed exceptionally well, even if the market has been hesitant to fully acknowledge it. Some investors continue to question Reality Labs spending and the elevated CAPEX guidance. Reducing Reality Lab spend is a good start.

I believe the company’s partnership with Google for TPU procurement, its data-center joint venture with Blue Owl that reduces internal spend, and the integration of its in-house AI chips (MTIA) are likely to support slower CAPEX growth in the future while maintaining a resource rich enviornment. This could set the stage for a meaningful re-rating of $META based on improved long-term profitability and enhanced shareholder-return initiatives.

[Mo฿ 𝕏 @crypt0mob]

@LegionHoops

[Heisenberg @Mr_Derivatives]

🚨 Heisenberg's fun $META chart! 🚨

For bulls 👀 only.

The asymmetry is uncanny here.

Look at this. If we simply just repeat the inverse of earlier this year to the dot, we should start seeing a massive bounce right here right now.

Again this is meant to be a fun chart. But who knows!

Could work.

Buy META here for the eoy rally. IMHO.

[Mo฿ 𝕏 @crypt0mob]

@StockSavvyShay