To The Moon

My pick is IBM for the first bounce. Unlike some of the other post-earnings sell-offs, IBM’s fundamentals still look fairly solid. Revenue grew 5%, software grew 8%, and management raised its full-year free-cash-flow outlook. That makes the drop look more like high expectations being reset than the investment thesis breaking. Lam Research also delivered strong numbers, but semiconductor sentiment is currently fragile and its outlook was not strong enough to satisfy elevated AI expectations. Tesla has much greater upside potential, but its valuation and heavy AI/robotics spending make its recovery more dependent on sentiment. AT&T is steadier, but probably lacks the catalyst for a sharp rebound. So for me: IBM first for probability of recovery, Tesla for biggest potential rebound if ri

Market fear and micro-noise over Meta's heavy AI spending and share structure adjustments have created an incredible dip, but with core ad revenue still surging, this massive infrastructure buildout is planting seeds to be fully reaped by 2028 and 2029—so ask yourself, do you have the patience to hold through the chop, or would selling a long-dated put to pick up some premium and lower-cost upside fit your playbook better?

$Meta Platforms, Inc.(META)$ Meta’s first-ever negative free cash flow (FCF) as a public company has already severely capped its post-earnings rally. In this article, we would like to discuss Meta's capital expenditure shift, the financial implications of its negative free cash flow, and the long-term bull versus bear narrative. 1. The historic FCF Inflection: What Happened in Q3 Meta Platforms’ Q3 financial release delivered an unprecedented combination of operational top-line performance alongside cash drain. For fourteen years as a publicly traded company, Meta operated as an extraordinary free cash flow engine, converting digital advertising ad views into high-margin liquid capital. In Q3, however, operating cash flow of $32.80 billion was ent

$Meta Platforms, Inc.(META)$ is my pick. Has a lot going for it

$Meta Platforms, Inc.(META)$  it's definitely necessary to spend in order to grow revenue, but a well balanced expenditure vs growth returns ratio is being witnessed.  makes Meta's management smart 

$Meta Platforms, Inc.(META)$   Meta delivered what investors wanted on the top line. Q3 revenue beat expectations, growth remained around 26% year over year, ad impressions increased 11%, ad pricing increased another 11%, and Q4 guidance came in slightly ahead of expectations. Yet META is indicated around $678 pre-market, down roughly 3%. Why? Because investors are no longer asking whether Meta's AI strategy is working. They are asking how much it will cost. 🟢 THE AI MONETISATION ENGINE IS WORKING This is the part I would not lose sight of. Meta has one of the clearest AI monetisation loops in the market: Better AI recommendations → more engagement → more ad impressions → better targeting → higher advertiser ret

Meta’s revenue grew 26%. Its free cash flow turned negative. That’s the tension I’m watching in Meta’s Q3 2026 results. Revenue reached $64.60 billion, but capital expenditure exceeded operating cash flow, leaving free cash flow at negative $2.12 billion. The 265% jump in reported EPS also needs context. Last year included a substantial tax charge; this quarter includes a legal charge. Excluding those respective charges, EPS was $7.40 versus $7.25—about 2.1% higher. That removes the specified charges; it isn’t a full normalization of earnings. Sources: Meta’s 2026 release⁠ and 2025 release⁠. My focus from here: how quickly can Meta translate its investment into stronger cash generation? Swipe through for the earnings context, cash flow and outlook. What are you watching most closely: gro

The market: AI shares rose first, then earnings moved the question from demand to returns The $Invesco QQQ(QQQ)$ gained 1.05 per cent to US$725.20 on Wednesday, while the $S&P 500(.SPX)$ rose 0.58 per cent to 7,757.17. $SpaceX(SPCX)$ gained 7.79 per cent, $SUPER MICRO COMPUTER INC(SMCI)$ 9.55 per cent, N $NVIDIA(NVDA)$ 2.54 per cent and $Advanced Micro Devices(AMD)$ 3.36 per cent. These were regular-session moves before Meta and Tesla repor

My pick is IBM for the first sustainable rebound. delivered 5% revenue growth, beat earnings expectations, and raised its software-growth outlook to 7%–8%. More importantly, improving free cash flow gives investors a measurable reason to remain optimistic, rather than relying purely on future AI promises. could offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding. remains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical. My verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future

I would pick $Tesla Motors(TSLA)$ for a potential rebound, but I would not rush to buy the dip. I still believe in its long-term potential in FSD, Robotaxi, Optimus and AI. However, weaker automotive and energy revenue show that its traditional businesses are still under pressure, so execution remains key. $IBM(IBM)$ also looks interesting because software growth is improving and management expects stronger free cash flow. However, I would like to see whether this momentum can continue in the coming quarters rather than relying on one strong earnings report. For me, a post-earnings selloff is not automatically a buyi

$Meta Platforms, Inc.(META)$  delivered another strong revenue performance, with third-quarter revenue reportedly rising 26% year over year to $64.6 billion. Its fourth-quarter revenue guidance also slightly exceeded expectations. Yet the market faces a more complicated story than a simple earnings beat. Meta is growing its advertising business, expanding its AI assistant and investing heavily in computing infrastructure. At the same time, its investment programme is putting pressure on free cash flow, while management expects costs to continue rising. The big question is whether Meta can turn its enormous AI spending into enough additional profit to justify the investment. For shareholders, revenue growth is encouraging. But the longer-

$Meta Platforms, Inc.(META)$ is proving that its advertising business still has plenty of momentum. But as its AI ambitions grow, investors face a difficult question: how much spending can the company sustain before the cost of building the future starts weighing on today’s valuation? Meta shares rose just 0.47% following its latest Q3 results, despite strong revenue growth and a slightly better-than-expected outlook for Q4. The modest reaction suggests that investors are looking beyond the headline earnings numbers and paying closer attention to cash flow, capital expenditure and the long-term return on AI investment. 📈 1. Advertising Is Still Meta’s Cash Machine Meta’s Q3 revenue increased 26% year over year, demonstrating the strength of i

Meta gained after 26% revenue growth and an upbeat holiday-quarter forecast. IBM also advanced as software demand improved. Lam Research and AT&T sold off despite beating estimates, while Tesla slipped as weaker auto and energy results overshadowed a modest profit beat. $Meta Platforms, Inc.(META)$ initially rose more than 2% after hours Meta owns Facebook, Instagram and WhatsApp and is building consumer AI products, smart glasses and virtual-reality hardware. Third-quarter revenue jumped 26% to $64.6 billion, comfortably above the roughly $63.3 billion consensus. Reported EPS was $3.83 after a $9.89 billion legal charge; excluding that item, earnings would have been $7.40 per share. Ad impressions increased 10%, while the average price per ad

My answer to this is that Zuckerberg (Meta - Muse Wonder) is pursuing an ecosystem-led approach to AI, while Altman (OpenAI) is building an AI-first platform for work. Both are moving toward the same destination: AI agents that do useful work (with Muse Wonder), not merely generate answers (with OpenAI). 

🔎 Beginner’s Guide to Search Advertising — Part 1 How Meta, Google, Ray-Ban Smart Glasses, WhatsApp and AI Could Shape the Future of Digital Advertising The big idea: When I invest in technology companies, I don’t just look at how many phones they sell, how many people use their apps, or how impressive their AI models are. I also want to understand how these companies turn attention into advertising revenue. Think about it. A person searches for a new pair of running shoes on Google, watches a product video on Facebook, messages a shop on WhatsApp, and asks an AI assistant which shoes offer the best value. These activities could all create opportunities for businesses to advertise, attract customers and make sales. That is why I find digital advertising an important business model for begi

$Meta Platforms, Inc.(META)$ gained 3.38% to $742.96 on Monday after unveiling its new Muse Wonder AI models. The launch signals a renewed push to compete with OpenAI and Anthropic, but the more interesting story is Meta’s strategy for making money from AI. Zuckerberg isn’t just chasing smarter AI. He wants AI that gets things done. 🧠 1. From answering questions to completing tasks Meta launched two models: Muse Wonder and Muse Wonder Full. Their focus is on AI agents that can handle complex, multi-step tasks rather than simply generate responses. Meta highlights two capabilities: 🔹 Active Memory: Retains relevant information across conversations. 🔹 Active Focus: Works through obstacles, tries alternative approaches and continues towards a go

$Meta Platforms, Inc.(META)$  is back in the spotlight after launching two new AI models, Muse Wonder and Muse Wonder Full. Shares rose more than 3% following the announcement as investors gained fresh evidence that Meta’s huge AI investment may be starting to deliver results.  🧠 What’s different this time? Meta says its new models can compete with leading offerings from OpenAI and Anthropic. The standout features are: 🔹 Active Memory — remembers important details across conversations, reducing the need for users to repeat themselves. 🔹 Active Focus — works through complex tasks, tries alternative approaches and recovers from errors. 🔹 Real-world applications — from coding and analysing documents to handling more complicated professional tas

Meta Muse Takes a Cut — Who Gets Squeezed? $Meta Platforms, Inc.(META)$   Meta is quietly testing a very different AI business model: take a small fee when Muse completes a transaction for you. That changes the competitive map. At Meta Connect, Zuckerberg said Meta expects Muse to generate revenue from transaction fees, rather than relying only on subscriptions or advertising. Muse is already being connected to services such as Expedia and Instacart, allowing the AI agent to handle tasks like travel booking and grocery shopping. (Trending Topics) The interesting question is: who loses control when AI becomes the checkout layer? 1. Alphabet: potential pressure on the search front door Google’s traditional advantage is being the start

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$Meta Platforms, Inc.(META)$ Meta’s first-ever negative free cash flow (FCF) as a public company has already severely capped its post-earnings rally. In this article, we would like to discuss Meta's capital expenditure shift, the financial implications of its negative free cash flow, and the long-term bull versus bear narrative. 1. The historic FCF Inflection: What Happened in Q3 Meta Platforms’ Q3 financial release delivered an unprecedented combination of operational top-line performance alongside cash drain. For fourteen years as a publicly traded company, Meta operated as an extraordinary free cash flow engine, converting digital advertising ad views into high-margin liquid capital. In Q3, however, operating cash flow of $32.80 billion was ent

$Meta Platforms, Inc.(META)$   Meta delivered what investors wanted on the top line. Q3 revenue beat expectations, growth remained around 26% year over year, ad impressions increased 11%, ad pricing increased another 11%, and Q4 guidance came in slightly ahead of expectations. Yet META is indicated around $678 pre-market, down roughly 3%. Why? Because investors are no longer asking whether Meta's AI strategy is working. They are asking how much it will cost. 🟢 THE AI MONETISATION ENGINE IS WORKING This is the part I would not lose sight of. Meta has one of the clearest AI monetisation loops in the market: Better AI recommendations → more engagement → more ad impressions → better targeting → higher advertiser ret

The market: AI shares rose first, then earnings moved the question from demand to returns The $Invesco QQQ(QQQ)$ gained 1.05 per cent to US$725.20 on Wednesday, while the $S&P 500(.SPX)$ rose 0.58 per cent to 7,757.17. $SpaceX(SPCX)$ gained 7.79 per cent, $SUPER MICRO COMPUTER INC(SMCI)$ 9.55 per cent, N $NVIDIA(NVDA)$ 2.54 per cent and $Advanced Micro Devices(AMD)$ 3.36 per cent. These were regular-session moves before Meta and Tesla repor

Meta gained after 26% revenue growth and an upbeat holiday-quarter forecast. IBM also advanced as software demand improved. Lam Research and AT&T sold off despite beating estimates, while Tesla slipped as weaker auto and energy results overshadowed a modest profit beat. $Meta Platforms, Inc.(META)$ initially rose more than 2% after hours Meta owns Facebook, Instagram and WhatsApp and is building consumer AI products, smart glasses and virtual-reality hardware. Third-quarter revenue jumped 26% to $64.6 billion, comfortably above the roughly $63.3 billion consensus. Reported EPS was $3.83 after a $9.89 billion legal charge; excluding that item, earnings would have been $7.40 per share. Ad impressions increased 10%, while the average price per ad

$Meta Platforms, Inc.(META)$  delivered another strong revenue performance, with third-quarter revenue reportedly rising 26% year over year to $64.6 billion. Its fourth-quarter revenue guidance also slightly exceeded expectations. Yet the market faces a more complicated story than a simple earnings beat. Meta is growing its advertising business, expanding its AI assistant and investing heavily in computing infrastructure. At the same time, its investment programme is putting pressure on free cash flow, while management expects costs to continue rising. The big question is whether Meta can turn its enormous AI spending into enough additional profit to justify the investment. For shareholders, revenue growth is encouraging. But the longer-

$Meta Platforms, Inc.(META)$ is proving that its advertising business still has plenty of momentum. But as its AI ambitions grow, investors face a difficult question: how much spending can the company sustain before the cost of building the future starts weighing on today’s valuation? Meta shares rose just 0.47% following its latest Q3 results, despite strong revenue growth and a slightly better-than-expected outlook for Q4. The modest reaction suggests that investors are looking beyond the headline earnings numbers and paying closer attention to cash flow, capital expenditure and the long-term return on AI investment. 📈 1. Advertising Is Still Meta’s Cash Machine Meta’s Q3 revenue increased 26% year over year, demonstrating the strength of i

My pick is IBM for the first bounce. Unlike some of the other post-earnings sell-offs, IBM’s fundamentals still look fairly solid. Revenue grew 5%, software grew 8%, and management raised its full-year free-cash-flow outlook. That makes the drop look more like high expectations being reset than the investment thesis breaking. Lam Research also delivered strong numbers, but semiconductor sentiment is currently fragile and its outlook was not strong enough to satisfy elevated AI expectations. Tesla has much greater upside potential, but its valuation and heavy AI/robotics spending make its recovery more dependent on sentiment. AT&T is steadier, but probably lacks the catalyst for a sharp rebound. So for me: IBM first for probability of recovery, Tesla for biggest potential rebound if ri

Meta’s revenue grew 26%. Its free cash flow turned negative. That’s the tension I’m watching in Meta’s Q3 2026 results. Revenue reached $64.60 billion, but capital expenditure exceeded operating cash flow, leaving free cash flow at negative $2.12 billion. The 265% jump in reported EPS also needs context. Last year included a substantial tax charge; this quarter includes a legal charge. Excluding those respective charges, EPS was $7.40 versus $7.25—about 2.1% higher. That removes the specified charges; it isn’t a full normalization of earnings. Sources: Meta’s 2026 release⁠ and 2025 release⁠. My focus from here: how quickly can Meta translate its investment into stronger cash generation? Swipe through for the earnings context, cash flow and outlook. What are you watching most closely: gro

Market fear and micro-noise over Meta's heavy AI spending and share structure adjustments have created an incredible dip, but with core ad revenue still surging, this massive infrastructure buildout is planting seeds to be fully reaped by 2028 and 2029—so ask yourself, do you have the patience to hold through the chop, or would selling a long-dated put to pick up some premium and lower-cost upside fit your playbook better?

I would pick $Tesla Motors(TSLA)$ for a potential rebound, but I would not rush to buy the dip. I still believe in its long-term potential in FSD, Robotaxi, Optimus and AI. However, weaker automotive and energy revenue show that its traditional businesses are still under pressure, so execution remains key. $IBM(IBM)$ also looks interesting because software growth is improving and management expects stronger free cash flow. However, I would like to see whether this momentum can continue in the coming quarters rather than relying on one strong earnings report. For me, a post-earnings selloff is not automatically a buyi

My pick is IBM for the first sustainable rebound. delivered 5% revenue growth, beat earnings expectations, and raised its software-growth outlook to 7%–8%. More importantly, improving free cash flow gives investors a measurable reason to remain optimistic, rather than relying purely on future AI promises. could offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding. remains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical. My verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future

$Meta Platforms, Inc.(META)$  it's definitely necessary to spend in order to grow revenue, but a well balanced expenditure vs growth returns ratio is being witnessed.  makes Meta's management smart 

$Meta Platforms, Inc.(META)$ is my pick. Has a lot going for it

🔎 Beginner’s Guide to Search Advertising — Part 1 How Meta, Google, Ray-Ban Smart Glasses, WhatsApp and AI Could Shape the Future of Digital Advertising The big idea: When I invest in technology companies, I don’t just look at how many phones they sell, how many people use their apps, or how impressive their AI models are. I also want to understand how these companies turn attention into advertising revenue. Think about it. A person searches for a new pair of running shoes on Google, watches a product video on Facebook, messages a shop on WhatsApp, and asks an AI assistant which shoes offer the best value. These activities could all create opportunities for businesses to advertise, attract customers and make sales. That is why I find digital advertising an important business model for begi

$Meta Platforms, Inc.(META)$ gained 3.38% to $742.96 on Monday after unveiling its new Muse Wonder AI models. The launch signals a renewed push to compete with OpenAI and Anthropic, but the more interesting story is Meta’s strategy for making money from AI. Zuckerberg isn’t just chasing smarter AI. He wants AI that gets things done. 🧠 1. From answering questions to completing tasks Meta launched two models: Muse Wonder and Muse Wonder Full. Their focus is on AI agents that can handle complex, multi-step tasks rather than simply generate responses. Meta highlights two capabilities: 🔹 Active Memory: Retains relevant information across conversations. 🔹 Active Focus: Works through obstacles, tries alternative approaches and continues towards a go

$Meta Platforms, Inc.(META)$  is back in the spotlight after launching two new AI models, Muse Wonder and Muse Wonder Full. Shares rose more than 3% following the announcement as investors gained fresh evidence that Meta’s huge AI investment may be starting to deliver results.  🧠 What’s different this time? Meta says its new models can compete with leading offerings from OpenAI and Anthropic. The standout features are: 🔹 Active Memory — remembers important details across conversations, reducing the need for users to repeat themselves. 🔹 Active Focus — works through complex tasks, tries alternative approaches and recovers from errors. 🔹 Real-world applications — from coding and analysing documents to handling more complicated professional tas

English version： Last week, we put on a very small straddle position in QQQ: we simultaneously bought a September 25 call and put, both with a strike price of 704. The two legs cost $9.73 and $8.93, respectively. A few trading days later, the call has risen to $37.74, generating an unrealized gain of $2,800, while the put has fallen to just $0.26, producing a loss of $867. Netting the two together, this lightly sized position has already doubled. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2609(NQmain)$ $微型NQ100指数主连 2609(MNQmain)$

🌟🌟🌟A quiet panic is taking over the boardrooms of Silicon Valley - $Meta Platforms, Inc.(META)$  Muse.  While the main stream market was distracted by changing macroeconomic data, Mark Zuckerberg, CEO of Meta dropped a Trojan horse into the digital economy.  Muse isn't just an app or a flashy assistant.  Muse is a transaction devouring Autonomous AI Agent Layer that sits right in front of the consumer's eyes. By taking a direct commission on ecosystem transactions, Meta isn't looking to build software.  It aims to become the single, inescapable gateway to the entire internet. This represents a profound shift from a destination based internet to an entry point economy.  Muse can be a dire

On September 21, 2026, $Meta Platforms, Inc.(META)$ Meta Platforms Inc. recorded a dramatic single-day gain of 11.43% (reaching $741.25), adding approximately $192 billion to its market capitalization. In this article, we are looking to uncover the anatomy of the surge: unpacking the September 21 trigger, look at the short-term spark vs. long-term narrative sustainability and AI volatility and how investors should position their portfolios. 1. Anatomy of the Surge: Unpacking the September 21 Trigger The $192 billion market cap gain experienced by Meta Platforms on September 21, 2026, represents one of the largest single-day wealth creation events in financial history. While high-beta technology equities occasionally experience sharp upward reprici

Muse takes a cut per transaction. Whose front door does it touch? My ranking, and how I'm trading the fallout with sell puts Written Thursday, 24 Sept (SGT), using Wednesday's US close. What Meta actually announced Meta Connect opened on Wednesday with $1,299 VR glasses, camera-free smart glasses, and the first real answer to the question everyone has been asking about Muse: how does it make money? The answer is a toll. Meta says Muse will be free for a large number of tokens, and over time it expects to profit by taking a small fee on transactions. It hasn't said how big the fee is. There's also a subscription layer, with monthly plans from $20 to $100 above a free option. The plumbing is already in place: Payments and checkout: Stripe handles the payment rails, Shop Pay covers Shopify's