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$Meta Platforms(META.US)
Trending upwards after major pivot. I believe it is now entering a space with better prospects. CEO Mark is known to make difficult pivots. I believe selling AI computing power is far more profitable!
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๐ข ๐๐๐๐ ๐๐: $Meta Platforms(META.US) Meta CEO Mark Zuckerberg Says In Internal Town Hall That Ai Agent Development Over The Last Four Months Hasn't 'accelerated In The Way We Expected' - Reuters
Rosenblatt note on Meta $Meta Platforms(META.US):
"Bloomberg reported today that Meta was planning a cloud business to sell AI computing power. The story noted that the company is considering selling access to various AI models hosted on its existing AI infrastructure, as well as "raw" computing capacity, as part of its Meta Compute initiative. During their annual meeting (May 27), Meta CEO Mark Zuckerberg told shareholders leasing cloud computing business was possible if they overbuild their data center capacity, which at the time he indicated they had not. Additionally, questioning on Meta's 1Q results call was focused on the ROIC of their CAPEX, so we are not surprised by today's messaging from Bloomberg's "people familiar with the matter." Our checks show no change in hyperscale posture toward GPU compute procurement, with GPU shortages the norm right now across the industry. We also do not think that Meta has the right to resell any of the capacity that they have leased from CoreWeave through 2032 to third parties."No change in GPU compute procurement is bullish for $NVIDIA(NVDA.US) $AMD(AMD.US)๐ข ๐๐๐๐ ๐๐: $Meta Platforms(META.US) Meta Partners With Reliance on AI-Enabled Data Center in India
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Meta signs agreement with ๐๐๐ฅ๐ข๐๐ง๐๐ for its first AI-enabled data center in India.โค Reliance will build a ๐๐๐ ๐๐ facility in ๐๐๐ฆ๐ง๐๐ ๐๐ซ, Gujarat.โค Meta will lease the data center with options to ๐ฌ๐๐๐ฅ๐ ๐๐๐ฉ๐๐๐ข๐ญ๐ฒ.โค Facility will be powered by ๐ซ๐๐ง๐๐ฐ๐๐๐ฅ๐ ๐๐ง๐๐ซ๐ ๐ฒ and cooled using desalinated seawater.โค Meta also backs nearly ๐ ๐๐ of new clean energy projects across India.โค CleanMax and Fourth Partner Energy agreements add ~๐๐๐ ๐๐ renewable capacity.โค Investment expands Metaโs global AI infrastructure and deepens its India presence.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โWeโre proud to be working with Reliance to build our first AI-enabled data center in India. This world-class facility in Jamnagar will help us scale our AI infrastructure globally while deepening our long-term investment in Indiaโs economy.โโ Mark Zuckerberg, Founder and CEO, MetaโThis partnership with Meta marks a transformative moment for Indiaโs digital infrastructure. Building Indiaโs first built-to-suit AI data centre for a global technology leader of Metaโs scale demonstrates Indiaโs readiness to be at the forefront of the global AI revolution.โโAt Reliance, we are committed to building world-class digital infrastructure that will power the next generation of AI innovation โ not just for India, but for the world.โโ Mukesh D. Ambani, Chairman and Managing Director, Reliance Industries Limited
$Meta Platforms(META.US) Meta's shares declined after reports of a potential equity sale aimed at funding its AI expansion, following Alphabet's increased stock sale. Mark Zuckerberg has invested heavily in AI talent and infrastructure, attempting to recover from setbacks with the Llama 4 release and delayed projects. This news added on to the misery on Friday as the broader market sold off following stronger than expected jobs report, which pushed the likelihood of rate hike higher in December to 42%. Despite challenges, analysts maintain a "Strong Buy" consensus on Meta stock, with an average price target suggesting a 38.1% upside potential. @Bridge Buzz SG
$Meta Platforms(META.US)
META dropped 7% despite a solid Q1 beat. The market is spooked by the massiveย $125-$145 capex guidanceย for AI and a slight user growth miss.
The reaction feels like an overcorrection. While the $8B tax benefit padded the EPS, the core ad business is still growing at 33%. Mark Zuckerberg is betting the farm on AI, and history shows that when Meta spends big (like they did on Reels and mobile), it eventually pays off in massive margins.
I don't have a position yet, but this dip is looking like a great entry point. Iโm considering opening aย start position hereย to pending buy limit and DCA. Iโm betting on the "AI multiplier" for their ad business in
the long run.
Cheers guy.
One of the most powerful tech companies on the planet just told its own people, we don't need you anymore.
Meta is planning to fire up to 20% of its entire global workforce.That is potentially 16,000 human beings losing their jobs not because the company is failing but because it is winning.Meta's stock is up, revenue is growing and the app has 3.58 billion active users.โSo why are people getting cut.Because Mark Zuckerberg has made a decision that will define the next decade of tech and it doesn't include most of the people who built his empire.โHe is spending between $115 billion and $135 billion this year alone on AI infrastructure.โBy 2028, the total bill for AI data centers hits $600 billion.โThis is a company restructuring itself around machines replacing workers openly.โZuckerberg said it himself in January: "Projects that once required large teams are now being completed by a single, highly skilled individual".โHe wasn't warning anyone but instead was announcing a roadmap.โThis would be the largest layoff in Meta's entire history.โFor context, in 2022, they cut 11,000 people and the world called it a crisis.โThis time the number is 16,000 and the company is doing it from a position of strength, not weakness.โThe official response from Meta: "This is speculative reporting about theoretical approaches".โThey said the same thing before every major layoff in recent memory.โSenior executives have already been told to start planning workforce reductions.โHere is what this is really about.AI is not just replacing jobs at struggling companies, it is replacing jobs at the most profitable tech firm in the world and the CEO is calling it "efficiency".Every major tech company is watching this move.โIf Meta pulls this off, cuts 16,000 people, keeps growing, and lets AI absorb the workload every CEO in Silicon Valley will copy the playbook.The cost of building AI is so enormous that even a $1.5 trillion company has to cut thousands of workers to help pay for it.That tells you everything about where this industry is heading.Source: StockMarket.News
$Meta Platforms(META.US)
META Q4 2025 EARNINGS:$59.9B Revenue, +24% YoY$8.88 EPS, +11% YoY$115-$135B of capex guidanceAd impressions +14% YoYAverage price per Ad +10% YoYMark Zuckerberg:"I'm looking forward to advancing personal superintelligence for people around the world in 2026."Source: amit
