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VOICE ARCHIVE

@qcapital2020

@qcapital2020
18 posts
2026-01-29
$META friendly reminder that ex Reality Labs , the Ad business is a 60% operating margin biz with a $200B top line lol [image]
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

2026-01-28
$META friendly reminder that ex Reality Labs , the Ad business is a 60% operating margin biz with a $200B top line lol [image]
2026-01-28 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

2025-11-26
I dunno boys but having the largest company in the world sending tweets to defend their main product is not very reassuring lol
2025-11-26 View on X
CNBC

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers

Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .

2025-10-30
$META BACK TO LOWS OF OCTOBER 14TH 2025 THIS IS HORRIBLE, ZUCK RUGGED US WHAT IS THIS NON-CASH EXPENSE, ANY ACCOUNTANTS OUT THERE
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

2025-09-28
The upcoming Fermi IPO will be the most 2025 IPO All the red flags are there , literally every single one: > No revenue > $13B valuation > Powering AI by 2038 > Nuclear component will be called “The Donald J Trump Generating Plant.” Which could only mean one thing: BUY [image]
2025-09-28 View on X
Reuters

Fermi, a data center real estate investment trust co-founded by former Energy Secretary Rick Perry, aims to raise $550M in a US IPO at a $13.16B valuation

www.datacenterdynamics.com/en/news/ ferm... … Threads: @bloombergbusiness : Fermi, a real estate investment trust co-founded by former Texas Governor Rick Perry, has filed for an i...

2025-08-06
$SNAP congrats to shareholders on paying another $251M in SBC , Evan is very grateful to everyone 🙏 [image]
2025-08-06 View on X
CNBC

Snap reports Q2 revenue up 9% YoY to $1.34B, vs. $1.35B est., 469M global DAUs, vs. 467M est., and a global ARPU of $2.87, vs. $2.90 est.; SNAP drops 15%+

Jonathan Vanian / CNBC :

2025-05-01
$META Investor deck just came out Couple quick thoughts: ... What a terrific sticky business.  The FTC lawsuit is a win/win break us up we'll be valued at more on a piece-by-piece basis, don't break us up, we continue this same game plan.
2025-05-01 View on X
Meta

Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025

and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to su...

$META Investor deck just came out Couple quick thoughts: ... What a terrific sticky business.  The FTC lawsuit is a win/win break us up we'll be valued at more on a piece-by-piece basis, don't break us up, we continue this same game plan.
2025-05-01 View on X
Stratechery

Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.

2025-01-26
So wait wait wait , the founder of DeepSeek is basically the Jim Simons of China and was doing this LLM thing only as a side project and for $6M was able to dethrone every AI company in the world. We are so cooked LOL [image]
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

So wait wait wait , the founder of DeepSeek is basically the Jim Simons of China and was doing this LLM thing only as a side project and for $6M was able to dethrone every AI company in the world. We are so cooked LOL [image]
2025-01-26 View on X
Financial Times

Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits

China is pulling the same trick.  —  www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, ...

2025-01-25
So wait wait wait , the founder of DeepSeek is basically the Jim Simons of China and was doing this LLM thing only as a side project and for $6M was able to dethrone every AI company in the world. We are so cooked LOL [image]
2025-01-25 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

If you hadn't heard, there's a new AI star in town: DeepSeek, the subsidiary of Hong Kong-based quantitative analysis …

2024-12-09
Oh yea let's all pray for the Intel employees After that 2021 comp package How is this app free [image]
2024-12-09 View on X
SemiAnalysis

A look at Intel's problems, starting with 2016's 10nm node: 7/11 board members have no chip experience, most CEO options are worse than Pat Gelsinger, and more

Intel's board is incompetent and its horrible decisions over the decades are going to push it towards death.

2024-04-25
Shareholders have PTSD from Zuck overspending on the Metaverse ambitions in 2021-2022 and running a huge loss with Reality Labs with no achievable timeframe for ROI....My guess is this investment cycle will be somewhat long perhaps 3-5yrs but the ROI will be a lot more quantifiable , justifiable and crucial to the next leg of the life cycle for the company.  This does not feel like the Metaverse 2.0.
2024-04-25 View on X
CNBC

Meta's Reality Labs Q1: revenue up 30% YoY to $440M, vs. $512.5M est., a $3.85B operating loss, vs. $4.31B est.; Reality Labs has lost $45B+ since 2020's end

It's burned $45 billion on the metaverse since the end of 2020.  —  https://www.cnbc.com/...  #tech #meta #metaverse #vr X: Jason Kint / @jason_kint : So generous. This is very lik...

Shareholders have PTSD from Zuck overspending on the Metaverse ambitions in 2021-2022 and running a huge loss with Reality Labs with no achievable timeframe for ROI....My guess is this investment cycle will be somewhat long perhaps 3-5yrs but the ROI will be a lot more quantifiable , justifiable and crucial to the next leg of the life cycle for the company.  This does not feel like the Metaverse 2.0.
2024-04-25 View on X
Meta Investor Relations

Meta reports Q1 revenue up 27% YoY to $36.46B, net income up 117% YoY to $12.37B, and family daily active people up 7% YoY to 3.24B on average for March 2024

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2024.

2023-11-02
$ABNB now has $11B in cash and $6B in funds held on behalf of guests. That's ~25% of their mkt cap earning a 5% Rf rate. and these are the bad times [image]
2023-11-02 View on X
CNBC

Airbnb reports Q3 revenue up 18% YoY to $3.4B, vs. $3.37B est., Nights and Experiences Booked up 14% YoY to 113.2M, and Q4 revenue forecast below estimates

2023-02-02
$META Never Forget Stock is up +90% since https://twitter.com/...
2023-02-02 View on X
Bloomberg

After a big decline in 2022, Meta's stock has risen 72%+ since November 3, one of the S&P 500 Index's best-performing stocks, adding $200B+ to its market cap

A spectacular turnaround in Meta Platforms Inc.'s stock is bringing back flashes of Big Tech heydays.

$META Never Forget Stock is up +90% since https://twitter.com/...
2023-02-02 View on X
Meta

Meta reports Q4 revenue down 4% YoY to $32.2B, net income down 55% YoY to $4.7B, and family daily active people up 5% YoY to 2.96B; stock jumps 24%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2022.

2021-07-31
Re-listening to the $FB call from yesterday. I don't think people realize how much of a shift this will be for Facebook going forward. The Metaverse, which I've seen first hand is not something you understand unless you've tried it. My 8-year old daughter studies with her 1/
2021-07-31 View on X
VICE

Metaverse, as Zuckerberg and others imagine, is an odd vision built from a compendium of juvenile fantasies, perceived market opportunities, and overt dystopias

Silicon Valley CEOs keep hailing its imminent arrival as they hawk digital goods, but the metaverse was a dystopian idea from its inception.