Kiwi Tigress
01-29 07:21

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@Barcode：$Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ ⚡💙 $META EARNINGS SMASH, AI CAPEX SURGE, FLOW IGNITION 💙⚡ Meta just delivered a decisive earnings beat, and the tape responded with after-hours upside, volume expansion, and momentum re-acceleration. This is a growth + AI + liquidity reaction, not just a headline pop. 🟢 EPS $8.88 vs $8.18 expected, beat by ~9% 🟢 Revenue $59.89B vs $58.47B expected, beat by ~2% 📈 After-hours +3% toward ~$690 🔥 Implied move ±5.7%, realised move expanding with volatility repricing 📊 Growth profile strengthening • EPS up ~11% YoY • Revenue up ~24% YoY • EPS up ~22% QoQ • Revenue up ~17% QoQ 🤖 Meta just front-loaded the AI arms race • 2026 CapEx guided at $115B–$135B, well above Street ~$111B • Heavy acceleration in AI infrastructure, compute, and data centres • Q1 revenue guide $53.5B–$56.5B, topping consensus This is AI spend pressure in the short term, but platform dominance and monetisation leverage in the long term. The market is now pricing higher growth ambition, higher ROI expectations, and a faster innovation cycle. Flow read: ⚙️ Liquidity rotating back into mega-cap AI 📈 Positioning adjusting higher, momentum rebuilding 🔥 Volatility expanding, gamma and derivatives flow re-pricing risk 🧠 Narrative shifting toward Meta as a scaled AI monetisation engine This is Meta in velocity modeų mode, where earnings strength meets AI conviction and liquidity follows. Tape feels fast, reactive, and regime-shifting. Pure growth. Pure flow. Pure Meta acceleration. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
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