Mark Zuckerberg Tracker

Tracking Mark Zuckerberg's trades so you can invest alongside.

[Mark Zuckerberg Tracker @ZuckTracker]

@LeoATracker Check it out.

[Mark Zuckerberg Tracker @ZuckTracker]

Zuckerberg lost the metaverse bet.

Now he's sitting in the lab making sure he doesn't lose the AI one.

Follow to track every Meta move before the market prices it in.

[Mark Zuckerberg Tracker @ZuckTracker]

Mark Zuckerberg moved his desk into Meta's AI lab.

He's coding next to his engineers every day.

Here's what that tells you about $META:

[Mark Zuckerberg Tracker @ZuckTracker]

Meta is building two data centers called Prometheus and Hyperion.

One will have a footprint nearly the size of Manhattan.

Capital expenditure in 2026: up to $145 billion.

This is the largest infrastructure bet in Meta's history.

[Mark Zuckerberg Tracker @ZuckTracker]

@HuangTracker Don't miss me.

[Mark Zuckerberg Tracker @ZuckTracker]

Everyone is watching Nvidia.

Nobody is watching the company that every hyperscaler is quietly running to instead.

Follow to stay ahead of the real AI hardware trade.

[Mark Zuckerberg Tracker @ZuckTracker]

Zuckerberg is spending $145 billion on AI this year.

He's also trying to cut Nvidia out of the equation entirely.

Here's the stock:

[Mark Zuckerberg Tracker @ZuckTracker]

Custom chip design takes years to build.

Once you co-design a chip together you don't switch suppliers mid-cycle.

Meta is locked in for multiple generations.

That's recurring revenue Wall Street isn't fully pricing in.

[Mark Zuckerberg Tracker @ZuckTracker]

@HuangTracker Will you fade me?

[Mark Zuckerberg Tracker @ZuckTracker]

Everyone is buying the AI companies spending the money.

Nobody is buying the company they can't build without.

Follow to stay ahead of the infrastructure trade before it becomes obvious.

[Mark Zuckerberg Tracker @ZuckTracker]

Zuckerberg is spending $145 billion on AI data centers this year.

Most investors are buying Meta.

Here's the important stock:

[Mark Zuckerberg Tracker @ZuckTracker]

Data center power and cooling isn't a commodity.

It's a 2 to 3 year procurement cycle.

Once a hyperscaler standardizes on Vertiv's systems across its global facilities - switching is almost impossible.

That $9.2 billion backlog is locked-in recurring revenue.