NASDAQ

Meta Platforms, Inc.

Barbarian Capital on X

Meta launches enterprise AI business seeking to cash in on vast spending $META https://t.co/YsP5NnbgVz

Dox for Me, O Muse: Meta’s New AI Agent Built Lists of People in Vulnerable Groups on Request

Meta’s Muse AI compiled dossiers on vulnerable Facebook and Instagram users, bypassing safeguards with minor prompt changes.

META $1.6T

Hunterbrook Sep 28 2 clicks

@AsifSuria Sep 28

Asif Suria on X

I am not convinced this sudden departures of MongoDB's $MDB CEO is a red flag. If you look through his LinkedIn profile, he is a career professional and his last job before MongoDB was at CloudFlare $NET where he only lasted for a little over a year. There were other companies (Symantec, Pivotal) where he only lasted for a year or two. An opportunity to have a larger impact at $META was probably hard to pass up for a career CEO.

@finphysnerd Sep 28 1 click

Myles on X

$META is going to destroy the enterprise software industry. https://t.co/8EICIEJIJZ

@SouthernValue95 Sep 28

SouthernValue on X

CJ Desai leaves $MDB after <1yr to lead enterprise AI efforts at $META. Easily one of the most talented and sought after executives in enterprise software. @alexandr_wang @natfriedman @danielgross @cj_mongodb @DinaPowellMcC Rockstar team with distinct strengths. https://t.co/VVLeiS6mbA

@negligible_cap Sep 28 2 clicks

Negligible Capital on X

$MDB CEO steps down the day before their investor day to pursue a senior role at $META lol https://t.co/M1zSfOKn0C

Inside AMD and Meta’s Equity-for-Compute Deal

AMD granted Meta warrants for nearly 10% of its shares tied to a 6 GW compute commitment, creating roughly $100 billion of potential…

META $1.6TAMD $925B

SixSigmaCapital: Navigating the Financial Markets Sep 28 2 clicks

Agentic AI: Winners and Losers

Meta’s Muse reached 3 million downloads and 700,000 daily users within 10 days, with forecasts of up to $28.5 billion in annual revenue…

META $1.6T

Jimmy's Journal Sep 28

💥A Bright Line to Bankruptcy💥

U.S. Treasury yields climbed above 5% as markets priced further Fed tightening, while Meta’s AI-agent announcement lifted risk appetite…

META $1.6T

PETITION Sep 27 3 clicks

Where Are Google and Apple?

Meta’s Muse and rival AI agents are gaining consumer traction, while Apple and Google lack comparable public products and face pressure on…

META $1.6TAAPL $5.1T

Emerging Moats Research Sep 26 7 clicks

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…

META $1.6TORCL $438B

Steve Eisman Sep 25 4 clicks

The Week That Was

Long Treasury yields hit 2007 highs after a weak $70 billion five-year auction, even as the Nasdaq set records and Meta detailed its Muse…

META $1.6TQCOM $195B

CV's Substack Sep 25

@RagingVentures Sep 25 1 click

Raging Capital Ventures on X

Caught a nice move in $META as they have executed nicely on Muse. However, I’m curious to see Muse’s retention stats. Muse’s agentic capabilities still seem like a bit of a novelty to me, and sometimes more of a hassle to use than a value-add. $META has also aggressively re-targeted me with ads on my feed based on my Muse activity. While impressive from a business monetization point of view, it makes me leery to connect my email and other sensitive accounts.

The Agents Revolt

Meta’s Muse reached 2.8 million downloads in two weeks, using AI agents to automate insurance shopping and erode customer inertia that…

META $1.6T

Net Interest Sep 25 3 clicks

@finphysnerd Sep 24

Myles on X

$META is going to be a killer short soon. Not because I think it's overvalued, I don't. But because the new ownership base is a bunch of paper handed hype followers that will drop it at the first crack.

@leevalueroach Sep 24

Lee Roach on X

Disclosing a large short position in $META. Thesis: Muse is offered free of charge with no meaningful cap on inference consumption. Meta is absorbing the full cost of compute, memory, and power on every query in pursuit of user growth. We believe this subsidy is unsustainable under adversarial usage. Position: We have deployed 10,000 endpoints running maximally compute-intensive workloads on a continuous basis. Deployment is scaling at 10,000 units per day. Unit economics: Our marginal cost per endpoint is approximately $300, incurred once. Meta's cost per endpoint is recurring and uncapped. We view this as a highly asymmetric trade. Channel checks: Retail sources confirm unusual laptop demand in the region. We are the source of that demand. Risks: Rate limiting, supply constraints at our primary vendor, and rising operating expenses on our side. Outlook: We expect material margin compression, a miss on next quarter's earnings, and elevated data center thermal risk. This is called activist investing.

@ChrisCamillo Sep 24 1 click

Chris Camillo on X

if u thought Zuck’s metaverse spending was insane, wait until we see $META’s $AMZN Bedrock and graviton bill to keep Muse running.

@pitdesi Sep 24 2 clicks

Sheel Mohnot on X

I built a trading bot that buys the “most hated” Mag 7 stock each month. Ranks by 3-, 6-, and 12-month returns, buys the worst average rank, reruns monthly. Last month: $META This month: $TSLA Since 5/23 (Mag7 coined): +347% HatedM7 +162% Mag 7 +90% S&P 500 https://t.co/lp1CwoCTGu

@ChrisCamillo Sep 24

Chris Camillo on X

He who doesn’t take risks doesn’t drink champagne. $META $AMZN

@ACapitalLP Sep 23

A Capital on X

When $META convert?

@TidefallCapital Sep 23 3 clicks

Trevor Scott on X

What a glow up. $META 2026: Grant permission to all data for Muse $META 2020: https://t.co/iHZizTpG85

@negligible_cap Sep 23 4 clicks

Negligible Capital on X

It still amazes me how long it often takes the markets to react to something like Muse META released Muse on September 8th, right around 2 weeks ago (Instinct was even earlier, at the end of August and had similar implications) You had over a full week where nothing really happened besides $META slowly moving higher. That is until Monday, where META shot up 11% and all the Muse winners (especially CPUs) and the agentic losers really started reacting. Has Muse gotten any better since it’s launch? Nope Just goes to show how much price drives the narrative

Meta's Muse Could be Big Win for Innodata

Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…

META $1.6TINOD $1.6B

Hunterbrook Sep 22 11 clicks

@OddDiligence Sep 22 1 click

Odd Diligence on X

$SRAD is explicitly mentioned in $META Muse source code & technical documentation - although functionality does not appear to have been turned on yet I believe Meta will expand their relationship with Sportradar https://t.co/OS10T9268i https://t.co/MzTsyf3WV0

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