META Meta Platforms Inc

$META I’ve been bearish since the September high, but I can’t believe we’re heading back below $600 and likely back to ~$575. It’s pretty shocking.

$META Instagram is testing videos up to 90 minutes long & bringing the platform to $AAPL TV as part of its expansion into connected TVs. The new product, called Features, supports horizontal videos, including podcasts & episodic programming. Clips as Reels lets creators link up to 8 short videos. Series provides episodic Reels a home on creators' profiles. Instagram is also developing a feature that turns your phone into a TV remote. Neilsen: $GOOGL YouTube captured a record 15.8% of all US television viewing in August, up from 14.2% in July Note: Broadcast viewing declined -14% compared to July as the category settled into its typical August slowdown ahead of football season w/ Streaming continuing to gain share

$META built a humanoid robot called Max with its CTO envisioning humanoids as “physical embodiment of Muse” capable of handling everyday household tasks. The robot runs on $NVDA Jetson Thor chip putting Nvidia at center of Meta’s push to bring AI into physical world.

$META and $NOW are major components to my portfolio. I was up almost 80% on ServiceNOW before ER. Still bullish on both. Portfolio is doing fine despite their weakness thanks for the non-AI bets, which are rallying hard now.

$META Zuck will NEVER learn. The market is done with his capital raising. You have to be a complete fool to be in here and people still question why this is down 20% in two weeks $SPY $QQQ

$META ENTRY Entered some meta cons here and trimming when I get the chance, I’m in with 10 cons

$META going to wake up tomorrow with a 500 handle bulltards and yes this POS was 770 two weeks ago. Keep spending Zuck when the market has told you we are done with it $SPY $QQQ $DIA

$META more bond offerings wtf is going on here they never going to make moneybwith all thisndebt

$META never felt any better being short in something and now S&P just called out why this dogshit has moved from 770 to 611 in less than two weeks $SPY $QQQ

$META $NVDA $SPCX Elon is buying 200k gb300s/month through yr end, then 200k Vera Rubins/ month through FY Jan 2028. He also is next doing Brownsville, a 444 acre campus data center that will be HUGE Vera Rubin data center…

$META $NVDA META: TD Cowen maintained Buy $850 (Oct 28), BofA maintained Buy (Oct 28), Scotiabank maintained Hold $650 (Oct 27), Canaccord reiterated Buy $950 (Oct 27). The post-earnings wave was Oct 22: JPMorgan raised $920 → $940 (Overweight), Citi raised $895 → $905 (Buy), DA Davidson raised $700 → $800 (Buy). Consensus Strong Buy, average target $848.38 (62 analysts, StockAnalysis). MarketBeat has it as Moderate Buy, average $833.12. Closed Friday $614.99, -1.53% from $624.52. The Friday-specific news was credit, not an equity call: S&P kept its AA- rating but cut the outlook to negative after the close, citing AI capex and negative free operating cash flow. NVDA:

$META There is ZERO chance of the stock going higher with $70 BILLION dilution to come in early in 2027

$META the last 4 times I bought calls I was up big then it went to crap, its too low and too close to support to push a short and it's faking me out on the reversals, anyone else?

$META $NVDA $SPCX Show us your short position. You should reread and understand what musk did with grok.

$META Muse is gaining fast: 10.9mn downloads since launch, over 10.2mn from the US alone, while ChatGPT's US downloads declined 25% in the past 30 days.

$META built its first humanoid robot w/ China startup Fourier & is already working on a second version The first prototype, called Max, took just 3 months to build. It stands nearly five feet tall, weighs 106 pounds, & runs on $NVDA Jetson Thor chip. Max also has 5-fingered hands that can pick up small objects, built-in speakers, & a face that can mimic human expressions Work on Max 2 began in Sept, w/ plans for better hands, extra sensors to help it climb stairs, & a built-in projector. Meta reportedly sees humanoid robots as a way to bring its Muse AI assistant into the physical world, where it could eventually help with everyday household chores Note: Meta said in its Oct 21 earnings that its AI investments were delivering “substantial incremental advertising revenue,” while total revenue jumped +26% in the quarter ended Sept 30 Over 10M advertisers now use Meta’s AI tools to auto-generate video, text, & images. Because AI-generated ads convert better, Meta can charge significantly higher CPMs, turning raw compute cycles directly into top-line ad growth Meta’s core ad engine remains very healthy, validating that AI-driven monetization is actively paying off. Meta integrating sponsored products directly into conversational AI prompts ("Find me the best running shoes for trail running") creates a brand-new, high-intent search ad market. Further, Meta has initiated plans for Meta Compute—an infrastructure play designed to externalize & monetize its multi-gigawatt AI superclusters Meta charges enterprises direct fees to run autonomous AI support, sales, & lead generation agents on WhatsApp & Messenger Meta projects a 10x cost-efficiency improvement in inference per query over the next year thru model optimization & custom MTIA silicon, transforming high-cost query processing into a high-margin line item once monetized.

$META $GOOGL - NATE ELLIOTT, ANALYST COVERING AI AT EMARKETER: "If ChatGPT or Claude or Muse is better at helping them find what they’re looking for, people’s search habits might change for the first time in a generation. That’s potentially catastrophic for Google’s ad business." https://www.cnbc.com/2026/11/01/ai-meta-ads-google-search.html?taid=6ae72bf808444f00015cb94b&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter

$META $NVDA NVDA: My take? Friday’s drop was goofy price dislocation x retardation x pantswetter parade down Panic selling lane. Watch it rip in the runup to the q call in two weeks!

🚨 $META tomorrow (Monday): the most likely scenario is a Range day 📊 My model's regime probabilities: 📊 Range: 77.4% 🟠 Choppy: 8.3% 🔴 Stress: 8.2% 🟢 Calm: 6.2% 🎯 Expected range: roughly $10 between the high and low of the session. 🧲 If a trend starts early, the higher-probability outcome is a pullback toward VWAP. My take? Tomorrow isn't a day to chase moves. Patience and levels matter more than momentum. Do you think $META respects the range tomorrow or breaks out? 👀

$META The prospective cross-border borrowing follows an aggressive wave of fundraising by major tech companies, including massive equity offerings and high-grade debt issuances. More dilution