https://gnosly.com/feed/meta/Business Intelligence Console and Prediction Algorithms3277@Speedwell_LLCSpeedwell Research<p>Source: Speedwell Research (X)</p>https://x.com/Speedwell_LLC/status/21133295903411488580.00352026-10-23T07:01:43.601602+00:002x.commetastockstrading3117https://pbs.twimg.com/media/HVQOEDnbIAAkauD?format=jpg&name=smallImage2026-10-23T07:01:44.643744+00:003274@TheTranscript_The Transcript<p>Source: The Transcript (X)</p>https://x.com/TheTranscript_/status/21133296096601582700.00502026-10-23T06:05:27.132898+00:002x.commetastockstrading3114IMAGE/media/content/3274/20261023-meta-headcount-reduction.jpg20261023-meta-headcount-reduction.jpgjpg2026-10-23T06:06:46.714309+00:003259@BradoCapitalBraden Dennis<p>Source: Braden Dennis (X)</p>https://x.com/BradoCapital/status/21132721651770987050.00402026-10-23T04:33:42.584240+00:002x.commetastockstrading3102https://pbs.twimg.com/media/HVPZvg2WAAA6PCZ?format=jpg&name=smallImage2026-10-23T04:33:44.968840+00:003258@wealthyfranklinFranklin407<p><strong>META </strong></p><p>Revenue: +26% </p><p>Market cap: $1.8T </p><p><br></p><p><strong>TESLA</strong></p><p>Revenue: flat </p><p>Operating income: −56% </p><p>Market cap: $1.5T</p>https://x.com/wealthyfranklin/status/21132011970288970470.00602026-10-22T18:10:19.444386+00:002x.commetateslaeconomy3101https://pbs.twimg.com/media/HVNkr2CWoAA_Zsz?format=jpg&name=smallImage2026-10-22T18:10:19.871893+00:003257@Beth_KindigBeth Kindig<p>Source: Beth Kindig (X)</p>https://x.com/Beth_Kindig/status/21130154489879308730.00602026-10-22T18:05:53.750596+00:002x.commetacapexeconomy3100https://pbs.twimg.com/media/HVLwWjHWEAAzNgb?format=jpg&name=smallImage2026-10-22T18:05:54.393564+00:003249@jzrdanJordan<p>Source: jzrdan (X)</p>https://x.com/jzrdan/status/21130033898063998260.00602026-10-22T07:59:03.124152+00:002x.commetastockstrading3092https://pbs.twimg.com/media/HVLjvfhWAAAKUFe?format=png&name=smallImage2026-10-22T07:59:04.165125+00:003242https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p> The goal is to let Meta sell new shares to pay for its AI buildout without weakening Mark Zuckerberg's control, per WSJ.</p>https://lnkd.in/p/dec9nJWW0.00702026-10-22T06:35:36.938363+00:001linkedin.commetastocks3085https://media.licdn.com/dms/image/v2/D4E22AQFzGJNJ4LWcmg/feedshare-shrink_800/B4EaFgFVVNHwAc-/0/1792613373564?e=1794441600&v=beta&t=WRZgNZaELtnFRIxehrCSC8Zo_2uQf-69JLWBY1CAolMView image2026-10-22T06:35:37.386644+00:003233https://www.linkedin.com/in/laura-kittel-rights4all/Laura Kittel, PhD<p> Cambridge Analytica was a British political consulting firm that collected personal data from nearly 87 million Facebook profiles without consent to develop voter-targeting psychometric profiles on users. </p><p>They worked with Trump's presidential campaign in 2016 before shutting down. </p>https://lnkd.in/p/dktCW5nC0.01002026-10-22T05:48:12.587176+00:001linkedin.comprivacymetatrump3081https://media.licdn.com/dms/image/v2/D5622AQGeo0NWIHoKdQ/feedshare-shrink_800/B56aFgFXYaG4Ac-/0/1792613381926?e=1794441600&v=beta&t=uAlji_mZ68qTlZ0aPEaDyNPVF9C29AkO19HUSoxzZ3kView image2026-10-22T05:48:13.705883+00:003188<p>Meta’s $27 billion Hyperion bonds slid to 91 cents on the dollar as AI data center debt piles up with pension funds and insurers, raising fears of a subprime rerun.</p>https://www.thestateofai.com/news/ai-data-center-debt-subprime-pension-funds?ref=gnosly0.00502026-10-21T05:56:38.954899+00:0036thestateofai.commetaai3043https://www.thestateofai.com/media/uploads/860f1abf1e8ff4ddd89a68bb333a084b17d497f7d893079e3de12909a74d8601.pngStory image2026-10-21T05:56:39.757051+00:003156@pequityresearchP Equity Research<p>Source: pequityresearch (X)</p>https://x.com/pequityresearch/status/21124186129798557650.00352026-10-20T15:54:00.406841+00:002x.commetamuseai3012https://pbs.twimg.com/media/HVDRiDNWQAAXPD5?format=jpg&name=smallImage2026-10-20T15:54:01.993819+00:003035@el_paisEL PAÍS<p>Source: EL PAÍS (X)</p>https://x.com/el_pais/status/21114572080093757720.00502026-10-19T08:01:09.069782+00:002x.combolsonarometalulabrazil2873https://pbs.twimg.com/card_img/2111271657327230976/11BVkCZb?format=jpg&name=small2026-10-19T08:01:09.453160+00:003030<p>Meta (META.O) employees acknowledged in internal communications that the Instagram accounts of Brazilian ​President Luiz Inácio Lula da Silva were hindered by ‌restrictions during the country's election, newspaper Folha de S.Paulo reported on Friday, citing messages it reviewed. </p><p>The messages also acknowledged the platform recommended the profile ​of challenger Senator Flavio Bolsonaro, as well as his ​WhatsApp channel, according to the report. </p>https://www.reuters.com/world/americas/meta-employees-said-lulas-accounts-were-hindered-during-brazil-election-folha-2026-10-16/?ref=gnosly0.00502026-10-19T07:19:54.023707+00:006reuters.commetabrazilmanipulation2868IMAGE/media/content/3030/image.pngimage.pngpng2026-10-19T07:26:02.239639+00:002986@HQNewsNowHeadquarters<p>This censorship comes just weeks before the midterm election.</p>https://x.com/HQNewsNow/status/21115344153694373000.00502026-10-18T06:18:02.931040+00:002x.commetaustrumpmanipulation2819IMAGE/media/content/2986/image.pngimage.pngpng2026-10-18T06:18:41.153704+00:002922@jason_kintJason Kint<p>Source: Jason Kint (X)</p>https://x.com/jason_kint/status/21108986054775152980.00502026-10-16T10:17:58.140543+00:002x.comscrapingmetaai2742https://pbs.twimg.com/media/HUtnb9UWAAELFoD?format=png&name=smallImage2026-10-16T10:17:59.949832+00:002730https://www.linkedin.com/in/miketrading/Mike Trading<p>Yet the market values them very differently. Meta: $1.9 trillion. Apple: around $5 trillion. </p><p>Apple's cash flow is steadier, and Meta is spending massively on AI</p>https://lnkd.in/p/dra74nwN0.00702026-10-12T08:30:40.880614+00:001linkedin.commetastocksapple2549https://media.licdn.com/dms/image/v2/D4E22AQHrHy287H5RYg/feedshare-shrink_800/B4EaEs5HdmJkAc-/0/1791754532989?e=1793232000&v=beta&t=vD2qqvHPTUpfL9DTO03ciwCVgpm2i9O49R_BVvXmkm8View image2026-10-12T08:30:41.411929+00:002527@DuckDuckGoDuckDuckGo<p>Every hour, Muse updates its map of your relationships with friends, family, romantic partners and coworkers, including “tensions and alliances.”</p>https://x.com/DuckDuckGo/status/21082628949157932280.00502026-10-09T13:41:55.091947+00:002x.comaiprivacymeta2464@StockSavvyShayShay Boloor<p>And because Muse keeps working after the app closes, even that number may understate how much the agent is actually being used.</p>https://x.com/StockSavvyShay/status/21081605159693111400.00502026-10-08T14:19:34.135777+00:002x.commetaaitech2274https://pbs.twimg.com/media/HUGw0SwbIAAFvp1?format=jpg&name=smallImage2026-10-08T14:19:36.404657+00:002444@twtayaanAyaan<p>Linux already has memory compression through tools like ZRAM and Zswap. What makes CRAM interesting is how quickly applications can access the data. It uses hardware-assisted compression, allowing reads without the usual software decompression step. In the tests presented, read-only workloads matched normal DRAM performance, while writes were much faster than ZRAM, Zswap, and conventional swap. That means more effective memory capacity with a much smaller performance penalty in those tests. </p>https://x.com/twtayaan/status/21077208307887433890.00602026-10-08T06:58:47.593262+00:002x.commetalinuxcram2254https://pbs.twimg.com/media/HT-E0A-boAAAtA7?format=jpg&name=360x360Image2026-10-08T06:58:48.126302+00:002255https://pbs.twimg.com/media/HT-E3oSbUAAH0_J?format=jpg&name=smallImage2026-10-08T06:58:48.162892+00:002322@Meta and Microsoft Work to Wean Staff Off Anthropic’s Claudehttps://x.com/home0.004023212026-10-06T05:52:29.191446+00:002x.comanthropicmetamicrosoft2142https://pbs.twimg.com/card_img/2107172884267294720/MRpk_X2d?format=jpg&name=small2026-10-06T05:52:30.726210+00:002321@aaronpholmesaaron holmes<p>Meta has cut Claude Code seats from 60k to 30k In Microsoft's case, lower internal spending has been offset by higher customer Claude use, total Anth spend flat</p>https://x.com/aaronpholmes/status/21071730588258468910.004023222026-10-06T05:52:28.968002+00:002x.comanthropicmetamicrosoftai2315https://www.linkedin.com/in/melissarosenthal5/Melissa Rosenthal<p>Meta's Muse launched a month ago, and a lot of what it does already stopped working this week. Users are reporting that browser tasks that worked fine last week now fail. Jessica Lessin said about half of her use cases disappeared over two days. We looked into why. Muse is designed to browse like a person. It turns off the signals that tell a website a browser is automated, so sites can't easily tell it apart from a human visitor. That approach was always going to be fragile, and several things caught up with it at once. Cloudflare started blocking AI agents by default on ad-supported pages in September and has since added Muse to its bot directory. Amazon has blocked Muse since September 20, saying Meta never told it the agent would be visiting. NBC News found some of Meta's own retail partners blocking it too. The agents that keep working are the ones with official access, through APIs or partnerships like Shopify's Shop Pay checkout. If your company is using browser agents for anything important, ask the vendor how the agent identifies itself to websites. If it hides that, you could be the one breaking a site's terms. And if your website runs on Cloudflare, check your Agent setting, because you might be blocking your own customers' agents. Full story on State of AI: https://lnkd.in/gpqfXdg6</p>https://www.linkedin.com/posts/melissarosenthal5_metas-muse-launched-a-month-ago-and-a-lot-share-7512976321749135360-vqWl/0.00902026-10-06T05:43:14.232173+00:001linkedin.commetamuseai2139https://media.licdn.com/dms/image/v2/D5622AQE6arZk1qXgUA/feedshare-shrink_160/B56aEN0Ju0HEAk-/0/1791233138324?e=1792627200&v=beta&t=pVkqDn1Ml-ylN5kJc0fBHUZ_m0Ev9dOcVBJ-eNm5jM4View image2026-10-06T05:43:14.876605+00:001920https://www.linkedin.com/in/oskargoyvaerts/Oskar Goyvaerts<p>MongoDB shares just fell 18%.</p>https://www.linkedin.com/feed/0.00502026-09-29T15:31:34.324502+00:001linkedin.commongodbmetaceo1711https://media.licdn.com/dms/image/v2/D5622AQEw4llQ83m9bg/feedshare-shrink_800/B56aDpMTgnHIAc-/0/1790618712395?e=1792022400&v=beta&t=Obm7QdmRuzQTQfEwYvytWuRkDLx_3HskFmSRc8jmn4UView image2026-09-29T15:31:35.432616+00:001802https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAMeta's Muse is on another level 🚀 $METASource: Citi Researchhttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00502026-09-27T09:10:02.645682+00:001linkedin.commetaciti-researchmuse1581https://media.licdn.com/dms/image/v2/D4E22AQFbQWE_JEkDsw/feedshare-shrink_800/B4EaDYk2xcG0Ak-/0/1790339935694?e=1792022400&v=beta&t=JM18udC3ETB34NiV0fMTfMq3NdM_vPP_V-QJO7cg1H0View image2026-09-27T09:10:04.604609+00:001644@leevalueroachLee RoachDisclosing 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.https://x.com/leevalueroach/status/21032171420279605380.00502026-09-25T08:29:45.105554+00:002x.cominvestingmetaactivist1326https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: Meta stock extends gains to over +10% on the day, now on track for its biggest daily gain since July 2025.The stock has now added +$190 billion in market cap today.https://www.linkedin.com/posts/breaking-meta-stock-extends-gains-to-over-share-7507890409336057856-g_Yq/0.00502026-09-22T05:04:46.987694+00:001linkedin.commarket-capmetastock1165IMAGE/media/content/1326/image.pngimage.pngpng2026-09-22T05:05:14.307980+00:001228Jensen Huang’s position as the leader of the world’s most valuable company and the chipmaker at the heart of the AI boom has earned him President Donald Trump’s favor. While tech execs like Meta CEO Mark Zuckerberg and Amazon Chairman Jeff Bezos have cozied up to Trump during his second term, experts say Nvidia’s CEO is exercising outsized influence. Trump is increasingly mirroring Huang’s policy stances on AI topics, such as safety, saying this week that “the robots are not going to be taking over the world.”https://www.cnbc.com/2026/09/20/nvidia-ceo-jensen-huang-emerges-as-trumps-top-ally-in-ai-debate.html0.00602026-09-20T12:30:09.469962+00:0026cnbc.comjensen-huangmark-zuckerbergjeff-bezosamazonmetadonald-trump1073https://image.cnbcfm.com/api/v1/image/108364527-1789665953765-gettyimages-2294936867-2026_sep_14_dreamforce_2974.jpeg?v=1789665981&v=1789665981&w=1858&h=1045&vtcrop=ySAN FRANCISCO, CALIFORNIA - SEPTEMBER - 15: Nvidia CEO Jensen Huang speaks during the keynote address at Salesforce's Dreamforce conference at the Moscone Center on September 15, 2026 in San Francisco, California. Dreamforce is an annual event that highlights the company's technologies and encourages professional networking. (Photo by Benjamin Fanjoy/Getty Images)2026-09-20T12:30:10.057284+00:001102A recent series of breaches have touched off a worldwide debate over the escalating risks of AI.https://www.bloomberg.com/europe0.00402026-09-19T11:49:06.964204+00:0014bloomberg.comanthropicmetaopenaigoogle920https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iHIMl82FSpOQ/v0/600x400.jpgIllustrations Of AI Applications2026-09-19T11:49:07.391723+00:0048Meta Platforms agreed to make major changes to Facebook and Instagram and pay up to $18 billion to resolve claims by most U.S. states that it designed those platforms to addict children and misled consumers about their safety.https://www.reuters.com/business/meta-reaches-18-billion-settlements-over-childrens-social-media-addiction-2026-08-26/0.00402026-08-26T16:14:43.079174+00:006reuters.commetasettlementssocial-media40https://www.reuters.com/resizer/v2/V2SLJ377ZZKYXNYIUC2EOPCQM4.jpg?auth=5637e32b5f950fbc276ef93f950f26dac09859a37b14dba1d1749485c86ef6bb&width=1200&quality=80FILE PHOTO: The logo of Meta at the Meta Lab in Los Angeles2026-08-26T16:14:43.719451+00:00