META Meta Platforms, Inc.

META Meta Platforms, Inc.

Communication Services · Internet Content & Information

Desk view

Watchingmedium conviction · entry $670-$690 — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $601.37 · VWAP $637.58 · +11.3% vs 12m avg buyer

uptrend vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders selling 0 buy / 4 sell · Form 4, 90d $76.4M sold last open-market sell Zuckerberg Mark

Cluster CFO, COO + 2 others sold $12.8M, Aug 12–20

Coverage

10 related campaigns

Watchlists @ai-scan@bargain-bin@faang@insider-universe@mag7@tech@tech-insider-buys@thebuildout-ai-data-center-operators-neoclouds@thebuildout-custom-ai-silicon-hyperscaler-asics@thebuildout-nuclear-energy-data-centers

META Price Structure

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Peers

Every watchlist META belongs to, members best 30-day change first — META highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@tech
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MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d CNXN+2.5% -1.6%1d -3.8%7d AMZN+1.6% -1.9%1d -4.7%7d XLK-0.3% -3.0%1d -7.7%7d GOOGL-0.7% -2.5%1d -3.1%7d
@thebuildout-nuclear-energy-data-centers
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TLN+23.4% +0.3%1d -6.3%7d VST+8.3% -1.4%1d -5.9%7d MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMZN+1.6% -1.9%1d -4.7%7d PEG+1.6% +1.8%1d -1.1%7d D+0.1% +1.1%1d +3.1%7d GEV-0.4% -0.6%1d -8.3%7d NEE-0.7% +1.1%1d +3.1%7d GOOG-0.7% -2.3%1d -3.1%7d BN-1.1% -0.5%1d -1.3%7d EQIX-3.0% -1.0%1d -3.9%7d BWXT-5.9% -0.1%1d -4.7%7d CCJ-10.3% -2.0%1d -7.4%7d
@thebuildout-ai-data-center-operators-neoclouds
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MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d BABA+1.7% -1.8%1d -2.0%7d AMZN+1.6% -1.9%1d -4.7%7d IRM+0.3% -0.1%1d -1.8%7d GOOG-0.7% -2.3%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d BIDU-9.5% -2.9%1d -6.1%7d SKM-9.6% -2.6%1d -6.7%7d ORCL-10.4% -4.6%1d -9.3%7d DOCN-20.3% -9.8%1d -26.8%7d NBIS-21.0% -12.2%1d -25.1%7d HUT-24.6% -11.0%1d -19.6%7d CRWV-26.4% -11.9%1d -25.2%7d CBRS-33.2% -10.5%1d -22.5%7d IREN-36.7% -11.2%1d -23.3%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d MSFT+7.9% -1.9%1d -1.1%7d RMBS+7.2% -6.0%1d -18.8%7d META+5.3% -3.7%1d -1.3%7d ASX+4.2% -5.6%1d -14.9%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d FORM+0.2% -7.3%1d -24.8%7d GOOG-0.7% -2.3%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d SKHY-21.9% -6.6%1d -19.3%7d CBRS-33.2% -10.5%1d -22.5%7d
@faang
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META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d GOOGL-0.7% -2.5%1d -3.1%7d NFLXE-7.7% -2.9%1d +0.3%7d
@mag7
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MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d MAGS+2.5% -2.0%1d -3.4%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d
@tech-insider-buys
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VEEV+17.2% -0.8%1d +4.8%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CRDO+5.1% -4.9%1d -21.6%7d CEG+4.6% -1.3%1d -9.0%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d INTU+2.2% -1.5%1d +7.4%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d OKTA-0.5% -10.2%1d -19.3%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d
@bargain-bin
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ISRGE+11.6% -0.3%1d +0.7%7d COST+10.7% +1.1%1d +4.5%7d WMT+10.5% +0.8%1d +6.7%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d CME+7.9% +1.5%1d +4.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d SPGI+5.6% +1.1%1d +5.3%7d META+5.3% -3.7%1d -1.3%7d SAP+5.2% -0.3%1d +4.4%7d CEG+4.6% -1.3%1d -9.0%7d NKE+3.8% 0.0%1d +7.0%7d DIS+3.4% -0.1%1d +2.4%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d DPZ+2.4% +1.8%1d -0.2%7d HD+2.4% +0.5%1d +6.5%7d INTU+2.2% -1.5%1d +7.4%7d HON+1.8% +0.4%1d +1.8%7d LOW+1.7% +0.8%1d +6.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d LULU+1.2% -2.0%1d +2.8%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d LRCX-2.0% -4.9%1d -17.2%7d ADBE-2.1% -2.6%1d +1.2%7d PEP-2.1% +2.4%1d +4.4%7d MCD-2.3% +0.2%1d +3.3%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d DE-4.1% -1.4%1d +3.4%7d BKNG-4.6% -1.4%1d +1.9%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d NFLXE-7.7% -2.9%1d +0.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d TTD-15.6% -6.8%1d +1.2%7d
@insider-universe
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MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

5 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 26 sell n/a Stop loss +6.5% complete
Jun 26 sell n/a Stop loss +6.5% complete
Apr 27 sell n/a Profit target -11.3% complete
Apr 27 sell n/a Profit target -11.3% complete
Apr 27 sell n/a Profit target -11.3% complete

Exit advisories

1 advisory · as of

META perspective-fading +29.0%

All originating theses fading — SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +29.0%, RSI 50.2, strong-up.) · current $709.33 · entry $549.90 · RSI 50.2 · 55d held · bench-signals-trail

TRIM

Desk commentary

Authored analysis and challenge notes tied to META.

2

Next earnings META reports in 4 days Oct 21

Last report Jul 29

Q2 2026, reported after the close 2026-07-29 — revenue beat, profit miss: revenue **$60.80B, +27% YoY** (vs $60.22B expected); EPS **$6.18 vs $7.22 expected — a ~14% miss**, down ~13% YoY, with AI infrastructure spend pressuring profitability. Shares fell ~4% in the initial after-hours reaction. The split against Microsoft's same-night beat is the story: the

full note →

Against street estimates

How META's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 29 · projection Oct 16

Result
Jul 29 7.226.18-14.4%Miss
Apr 29 6.6610.44+56.8%Beat
Jan 28 8.228.88+8.0%Beat
Oct 29 '25 6.711.05-84.3%Miss
Jul 30 '25 5.907.14+21.0%Beat
Apr 30 '25 5.226.43+23.1%Beat
Jan 29 '25 6.768.02+18.7%Beat
Oct 30 '24 5.296.03+13.9%Beat

News (last pull)

Headlines about META from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 22 days ago · Sep 25

META research tape

243 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Tech Insider-Buys Scan — 2026-10-16 scan Insider Activity Scan — 2026-10-16 scan Bargain-Bin Scan — 2026-10-16 scan 2026-10-16 AI Scan candidate GOOGL — candidate.roundup
Types
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 28 Expert Canary3 compute canary 3 Q2 2026 hyperscaler capex funding mix — expert-note
MSFTGOOGLAMZNMETAORCL#ai-capex-digestion
Sep 28 pick CNBC — Meta recruits MongoDB CEO to build its enterprise platform
MDBMETA
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 tweet Citrini — 738 controlled tests point to a bigger Fastly role in Meta Muse traffic than analysts have priced
FSLYMETA
Sep 25 Deep Dive Amazon Shut Muse Out of Its Store. Meta's Own Compute Is the Tighter Limit.
METAAMZN
Sep 25 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 24 Source lag7: buy the most-hated Mag 7 name each month (laggard rotation inside a hindsight basket)
METATSLA
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 22 Market Signal The Market Isn't Rotating Between Sectors. It's Churning Inside One.
METAMUXLKRSPSPY
Sep 22 Target META entry-zone — $670-$690
META
Sep 21 Market Brief CPU Makers Lead the Agent Trade as Oil Falls
ADA-USDAMDARQQAVAX-USDBABALLGRALARM +4 more
Sep 21 Article CNBC: CPU stocks rally on agentic demand as oil drops on Iran-talks hopes — article
INTCAMDARMQCOMMETANVDAAVGO
Sep 21 Desk Move META — claude-trader sell
META
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 15 Market Brief The AI Build-Out's Worst Week, and Where the Money Went
ADMAGASANATRCBENCRCENVASWKS +4 more
Sep 15 Deep Dive Meta's AI Agent Re-Rated the Stock 34% in a Month. The Estimates Never Moved.
META
Sep 14 Desk Move META — bench-signals sell
META
Sep 11 Market Brief Oracle's Suppliers Got Paid. Oracle Didn't.
ABCLABNBADA-USDAMEAVDVAXONSMRHPE +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 10 Market Brief Rates Sold the Builders, Not the Buyers
ABTAMGNARKFASBAXBOTZNAVNBHVN +4 more
Sep 10 Market Signal Two Watches Retired on A Macro Day
DHRVRTMETALMTVICREVKTX
Sep 10 tweet M. V. Cunha — Nebius management at Goldman: demand visibility stretches to 24+ months, older GPUs stay economically relevant
NBISCRWVPLTRMSFTMETA#ai-capex-digestion
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 22 Desk Move META — bench-signals buy
META
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 17 tweet APP channel check: a former AppLovin employee on the ad-model moat
APPMETAGOOGL
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 30 The Prints The Prints
MSFTMETAQCOMARM
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 29 The Prints The Prints
005930.KSMSFTMETAQCOMARM
Jul 29 Catalyst META earnings
META
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 pick Bloomberg — BlackRock readying $12B+ of bonds for a Meta data-center campus
META#ai-capex-digestion
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEEMETA +4 more
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Target META — Entry-Zone Target (originally flagged 2026-07-11, filed 2026-07-17)
META
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 13 reddit r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag
METAGEVVRTETN#ai-power-bottleneck#ai-capex-digestion
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 1 Investigation Neocloud demand absorption vs AI capex digestion
NBISIRENCRWVCORZAPLDMETA#ai-capex-digestion#ai-power-bottleneck
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 26 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Update NVDA — candidate.roundup
AAPLNVDAAMZNMSFTGOOGLMETATSLA
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 5 Source Kobeissi 30d AI-mega-IPO issuance surge
META#spacex-ipo-liquidity-event
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 1 Source This is getting absurd. $META
META
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXENVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXENVDAMSFTGOOGLAMZNMETA
May 4 Desk Move META — crenshaw-trades sell
META
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 28 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOBECOIN +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Desk Move META — crenshaw-trades buy
META
Apr 27 Desk Move SELL META — yolo (2026-04-27, 12.78 shares @ $675.03)
META
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 27 Reference Claude-Trader Playbook
ABBVABTADBEASANAVGOCEGCLXCOP +4 more
Apr 27 Desk Move SELL META — claude-momentum (2026-04-27, 5.48 shares @ $675.03)
META
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 27 Desk Move SELL META — bench-signals (2026-04-27, 1.83 shares @ $675.03)
META
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMAS +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 10 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 10 Scan Insider Scan
AAPLAMDAMZNASANAVGOCRMGOOGLMETA +4 more
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Apr 3 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 3 Scan Bargain Bin Scan
ADBECRMESTCINTUMDBMETAMSFTNKE +3 more
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASBTCCEGCOP +4 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Bargain Bin
AAPLADBEASANAVGOCEGDISDPZEOSE +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 27 Discord Anyone intresting in $META at these levels?
META
Mar 26 Desk Move BUY META — yolo (2026-03-26, 12.78 shares @ $547.75)
META
Mar 26 Scan Tech Insider Buys
ADBEAMDASANCRMDDOGGOOGLMETAMSFT +4 more
Mar 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Discord Anyone intresting in $META at these levels?
META
Mar 26 Desk Move BUY META — claude-trader (2026-03-26, 4.56 shares @ $547.75)
META
Mar 26 Desk Move BUY META — claude-momentum (2026-03-26, 5.48 shares @ $547.75)
META
Mar 26 Desk Move BUY META — bench-signals (2026-03-26, 1.83 shares @ $547.75)
META
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Scan Bargain Bin Scan
ABBVADBEAFRMASANDISDPZGEEHD +4 more
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 24 Article Daily Actions
ABBVADBEASBABMRNBTCCOPCRM +4 more
Mar 20 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan Bargain Bin Scan
ABBVFXIGDXGEEJEPILLYLOWMCD +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 20 Article Daily Actions
AAPLABBVAMGNAMZNARMASASMLBA +4 more
Mar 13 Article Market Status Report
AAPLADBEAMDAMKRAMZNARKKASAVGO +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 13 Scan Bargain Bin
AAPLADBEASANESTCMDBMETAMSFTQCOM +2 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Article Daily Actions
AAPLADBEAMZNARMASASMLBABNTX +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 3 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 3 Scan Insider Activity Scan
AAPLABNBADBEAFRMAMDAMZNASANAVGO +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 3 Scan AI Scan
AAPLAMDAMZNBBAIGOOGLIONQMETAMSFT +4 more
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASASANASML +4 more
Feb 26 Update Portfolio - Main Snapshot
AAPLADBEALNYAMZNASMLAVGOBECEG +4 more
Feb 26 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 26 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOCRSPCRWD +4 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 26 Scan AI Scan
AMATAMZNARMASMLAVGOGOOGLMETAMRVL +4 more
Feb 23 Scan Insider Activity Scan
ASANTSLACRSPCRMPINSZSHIMSU +4 more
Feb 22 Article Market Status Report
ADBEAMDAMZNARKKASASANAVGOBE +4 more
Feb 22 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 22 Scan Insider Scan
ABNBAFRMAMDAMZNASANAVGOCRMCRSP +4 more
Feb 22 Scan Bargain Bin Scan
AAPLABBVADBEAMDAMZNANETASMLAVGO +4 more
Feb 22 Scan AI Scan
AMDAMZNAVGOGOOGLMETAMRVLMSFTNVDA
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 16 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 16 Scan Bargain Bin Scan
AAPLABBVADBEAMZNCOSTCRMDPZGOOGL +4 more
Feb 16 Scan AI Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +2 more
Feb 11 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 11 Scan AI Sector Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +1 more
Feb 9 Scan NVDA Ecosystem Scan
AMZNANETARMASMLAVGODLREQIXGOOGL +4 more
Feb 5 Update Portfolio - Main Snapshot
AAPLAMZNASBEBEAMBIIBBTC-USDCFLT +4 more
Feb 5 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 4 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Feb 1 Update Portfolio - Main Snapshot
AAPLAMZNARKXASASMLBECRSPCRSR +4 more
Feb 1 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Jul 11 '25 Article Meta Superintelligence – Leadership Compute, Talent, and Data
META