im here so i wont get fined

mostly parody, certainly not financial advice because im a dumbass

[im here so i wont get fined @plumberbutt97]

I wish I could pin this as my top tweet because one day people will watch this interview and say “WHY DIDN’T I BUY???”

[Evergreen Capital @evergreencap3]

.@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 ingredients for success at the frontier, and they're being laid out in plain sight.

Yet success is still not priced into $META stock, which trades at a somewhat pathetic ~16x 2027e EPS.

To quote the great @DavidTepper5, my reaction to the current multiple is that I don't care. The multiple will evolve to reflect the oncoming reality, and at this point they've given us enough to believe. The ingredients are there, the foundation is there, the path is there, the compute is there, the team is cracked, and the potential to apply this technology across the company's billions of daily users and more than 250 million businesses is extraordinary.

The upside from re-rating alone is substantial. 22.5x to 25x gets you to $830 to $925, or a 35% to 50% return. That's close to a home run in mega-cap land.

And that's before accounting for any upside to numbers from this technology, which seems likely, and the fact that long-run earnings power is still so much higher.

I expect this will be a very good stock from here, and I'm excited to see everything MSL has cooking for this year and beyond.

[Glitch @Glitch_Trades]

The common furu playbook.

1. Alert entry.
2. Never post exits.
3. If it bangs, post max % profits.
4. If it misses, scold their followers for not taking profits at 12% like they did.

I do this shit with 100% transparency and walk you through ALL the risk scenarios.

Take notes 📝

Because this is how the MAG7s will be trading from now on.

[im here so i wont get fined @plumberbutt97]

Here we go testing lower

[im here so i wont get fined @plumberbutt97]

It needs to bounce here otherwise retest lower coming

[im here so i wont get fined @plumberbutt97]

It needs to bounce here otherwise retest lower coming

[Glitch @Glitch_Trades]

Nasty rejection on $META off 640. They are punishing late chasers and greedy hogs.

This why we always trim and take profits into the weekly levels.

I'm still holding my runners, but it's only 20% size right now.

[im here so i wont get fined @plumberbutt97]

Did @finkd say the n-word? What the hell is going on $META

[im here so i wont get fined @plumberbutt97]

@1769_alex $META painnnn

[im here so i wont get fined @plumberbutt97]

This $META price action is CRIMINAL

What a cock tease.

[im here so i wont get fined @plumberbutt97]

@pepemoonboy I hate it here

[im here so i wont get fined @plumberbutt97]

@Glitch_Trades $meta

[im here so i wont get fined @plumberbutt97]

$META

NOT TODAY PLEASE NOT TODAY

@Glitch_Trades do something gdi

[im here so i wont get fined @plumberbutt97]

Don’t you dare do this to us, $META.

Think of my family @finkd

@Glitch_Trades

[im here so i wont get fined @plumberbutt97]

Fuck yea

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $META Meta Launches AI-Powered 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 for Facebook Creators

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Meta launches 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 within Facebook’s creator dashboard.

➤ AI provides personalized insights using creator performance and audience data.

➤ Tool answers content strategy questions and supports 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐚𝐥 analysis.

➤ Assistant suggests content ideas based on trends, formats, and cultural moments.

➤ Rollout begins in the 𝐔.𝐒., 𝐂𝐚𝐧𝐚𝐝𝐚, and 𝐈𝐧𝐝𝐢𝐚.

➤ Meta says over 𝟓𝟎𝟎𝐌 users watch AI-translated videos weekly.

➤ Reels translation expands to 𝐀𝐫𝐚𝐛𝐢𝐜, French, Thai, Vietnamese, and more.

[Patrick Moorhead @PatrickMoorhead]

I’m so tired of the $META “we’re getting into B2B take us seriously this time” trope? Every fiber of their soul is consumer ads.

Meta’s list of B2B/commercial fails:

1.Workplace from Meta (2016-2026): Enterprise collaboration tool meant to take on Slack and Teams. Landed Walmart, Starbucks, and Spotify, never broke through, and was fully decommissioned on June 1, 2026. 
2.Libra / Diem (2019-2022): Stablecoin and payments infrastructure. Collapsed under regulatory pressure; assets sold to Silvergate in early 2022.
3.Novi (2021-2022): Digital wallet tied to Diem, aimed at payments and commerce. Shut down September 2022.
4.Oculus/Meta for Business and Horizon Workrooms (2019-present): Enterprise VR for meetings and training. Oculus for Business was wound down, Quest for Business went nowhere, and Workrooms never became a real enterprise tool.
5.Portal for Business (2018-2022): Enterprise video-calling hardware. The entire Portal line was killed in 2022.
6.Facebook Deals (2011): Groupon-style local commerce. Killed within months.
7.Facebook Gifts (2012-2014): Physical and digital gifting and e-commerce. Shut down in 2014.
8.Facebook Credits (2011-2013): Virtual currency for developer monetization. Discontinued.
9.Llama open-weight strategy (2023-2026): The odd one out. Not a sold product, so not a failure in the same sense as the others. As an open-weight bet it worked for over two years and reached 1.2 billion downloads.  The failure came after: Llama 4 stumbled, Behemoth was effectively shelved,  open-model leadership passed to Qwen, DeepSeek, and Mistral, and Meta reversed the whole strategy, paying $14.3 billion for a 49 percent stake in Scale AI,  installing Alexandr Wang, losing Yann LeCun, and shipping the closed Muse Spark in April 2026 at fourth on the Artificial Analysis intelligence index.  A strategy failure, not a B2B product failure.

[im here so i wont get fined @plumberbutt97]

Maybe even more to be honest

[AK @1769_alex]

$META if it closes above 640 today, easily 650+ by Friday.

[Bourbon Capital @BourbonCap]

$META is building a personalized AI agent to carry out everyday tasks

"The goal was to develop a product similar to openClaw"

and you are not bullish? $1000 is coming

[taobanker @taobanker]

$META

2025 REVENUE -- $200bb
2030 REVENUE -- $472bb
Delta --> $272bb

2026-2030 capex: $831bb

That's $272bb / $831bb = 32.7% ROIC

the author of the FT article is literally committing financial terrorism

[im here so i wont get fined @plumberbutt97]

@taobanker Gang gang

[im here so i wont get fined @plumberbutt97]

$META wants 650 👀

[im here so i wont get fined @plumberbutt97]

More news…goooo

[Kaushik @WisemanCap]

$META launches AI creator assistant for Facebook content makers

[Kaushik @WisemanCap]

$META launches AI creator assistant for Facebook content makers

[*Walter Bloomberg @DeItaone]

GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030

Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.

AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.