Meta: 2Q26 Business Update
Meta's 2Q26 revenue rose 27%, but capex, depreciation and nascent cloud and AI ambitions raise margin and return risks as it maximizes 2026–27 compute capacity.
Saturday, August 1, 2026
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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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Quantryon Capital
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Steven Fiorillo
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Clark Square Capital
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Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
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Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
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Negligible Capital
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Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
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- Wedgewood Partners
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