META 1X Short ETF

MediaTek CEO Rick Tsai said 2026 revenue will top US$21 billion and he sees strong growth next year as AI, computing and automotive expand, media report, adding MediaTek is positioned at the center of the US$1.1 trillion AI capex boom from the top four Cloud Service Providers (CSPs). $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) #mediatek

Source: Dan Nystedt

$AMD(AMD.US)

AMD delivered impressive Q3 2026 results: revenue reached $13.4B (+45% YoY), adjusted EPS $2.09 (+74%), and data-centre revenue surged 97%. Q4 revenue guidance of $17B signals accelerating AI demand. Shares recently experienced volatility ahead of earnings. Long-term outlook remains attractive, but its premium valuation increases downside risk.

$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)

Bill Ackman pushes back on Big Tech's AI spending fears

Big Tech just lined up more than $60B of new bonds in about a week

Source: StockMarket.News

$Microsoft(MSFT.US)

Context: Microsoft is better positioned to profit from the artificial intelligence (AI) spending race, thanks to its strong cash flow and growing ability to monetize AI across its businesses. While some of the largest hyperscalers are seeing their cash flows eaten up by the AI race, Microsoft seems better prepared to foot the bill — and, more importantly, profit from it. In the September quarter, Azure revenue grew 48%, while the company generated $18.6 billion in free cash flow despite massive infrastructure spending.As hyperscalers spend huge sums on AI infrastructure, Microsoft arguably has the strongest financial position to sustain these investments without hurting its broader business. In FY2026, Microsoft’s cash capital expenditures (capex) reached $116 billion, up from $44.5 billion just two years earlier. The company expects total capex, including finance leases, to reach around $170 billion in calendar 2026. Let’s look at the September quarter. Azure revenue grew 48% year-over-year, compared with 39% for Amazon’s AWS. Alphabet’s Google Cloud grew even faster, at 103%. More importantly, Microsoft generated $18.6 billion in quarterly free cash flow. Alphabet and Meta, meanwhile, reported negative FCF of $9.1 billion and $2.1 billion, respectively. Amazon recorded negative $42.4 billion in FCF over the past 12 months.

My Trade: Microsoft demonstrates why it remains fundamentally solid and their business decisions have led to a more steady share price. I'll look to hold for now.

Takeaway: How the tables have turned. Microsoft used to be one of the worst Mag 7 performer when Azure disappointed but now its strong FCF has driven up investors' confidence. @Captain's Treasure

Hi shprv Top notch product, exceeded expectations. Impressed with its performance and quality. A must have for everyone. 5 stars all the way! Amazing

$Grab(GRAB.US)

Source: amit

$Meta Platforms(META.US)

Meta’s Custom AI Chips: A Cost-Saving Opportunity or Another Expensive Bet?

Meta is making a move that could reshape its AI spending. Its MTIA custom chips are designed to power advertising recommendations and AI inference, potentially reducing its reliance on Nvidia.

But investors should look beyond the chip announcements.

The real opportunity is margin expansion.

Meta’s advertising business generates enormous cash flow, but AI infrastructure is becoming increasingly expensive. Developing its own chips gives Meta greater control over computing costs, hardware design and supplier negotiations.

If MTIA can deliver comparable performance at a lower cost for specific workloads, the savings could become meaningful at scale. That is money potentially retained within Meta rather than flowing to external chip suppliers.

However, this is not a straightforward Nvidia replacement story.

Meta still depends on external partners for manufacturing, advanced packaging and high-bandwidth memory. Nvidia remains important for more complex AI workloads, where its ecosystem and software capabilities are difficult to replicate.

The investment question is whether the savings justify the spending.

Building custom silicon and expanding data centres require substantial upfront capital. Investors need to watch whether these investments translate into stronger operating margins, sustainable free cash flow and better returns on invested capital.

For now, Meta’s custom chips represent a strategic advantage worth watching, not a guaranteed financial win.

The opportunity is clear: more control, lower costs and greater flexibility.

But the proof will come through the numbers, not the announcements.

FaithAnchor’s takeaway: The strongest businesses do not need to own everything. They need to know where ownership creates value and where paying others makes more sense.

Not financial advice.

$Apple(AAPL.US)

Apple (AAPL) Q4 FY2026 Earnings: Apple reported revenue of US$114.48 billion (+12% YoY) and EPS of US$2.10 (+14%), beating Wall Street estimates of $113.4 billion and $1.99. iPhone revenue reached $57.58 billion. Gross margin was 47.9%. Strong iPhone 18 Pro demand drove growth, although rising memory costs and supply constraints remain risks.

Investor takeaway: Bullish fundamentals, but watch margins and forward guidance.

$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)

The equal-weight S&P 500 just beat the regular S&P 500 by the widest margin since April 2009

Source: StockMarket.News