META

meta and google singlehandedly tanking the market

Why meta down？

Meta is the fucking worst

Amazon META GOOGLE are all red becoz I have call on those 3

wtf meta

What’s up with meta??

Every time I look at META for months its 666. This shit is freaking me the fuck out

you sound like the people who were calling META dead in 2022, and GOOG dead April 2025.

Got my short puts called away. Proud owner of even more meta underwater. Need some big green today.

Amazon is expected to be the only hyperscaler with negative cash flow in 2026 among Microsoft, Meta, and Google

The premarket rally is classic dead-cat-bounce behavior after 3 days of selling. Here’s what hasn’t changed: The core problem: Big Tech just announced MASSIVE AI spending increases - Google doubling capex to $175-185B, Meta to $115-135B, Amazon to $200B (vs $147B expected). The market is questioning when/if this spending actually translates to profits. The rotation is real: Money is flowing out of tech into value stocks at the fastest pace since 2008. Only 19% of S&P 500 stocks outperformed last year, but that’s jumped to 57% this past month - shows tech leadership is breaking down. Weak macro backdrop: Jobs data is terrible - job openings at lowest since Sept 2020, private sector added only 22K jobs in January. This is not an environment where speculative AI spending gets rewarded. Technical damage: Nasdaq hit new 2026 lows yesterday. Once support breaks, momentum often accelerates lower. Software stocks down 28% from highs as AI automation fears intensify. One green premarket on low volume doesn’t reverse any of these trends. We likely need 4-8 weeks minimum for the market to digest these capex numbers and see if AI revenue growth justifies the spending. Short-term bounces are selling opportunities until proven otherwise.

There already is massive payoff. Did you see meta, AMZN, Microsoft earnings? Insanity. Every company is starting to say how they are using AI from finance to law firms, to robotics, medical... More and more. It takes time. How about creating software, graphics, etc. that cost savings add to a company's bottom line too

lmao have not made a single dime since last october. meta up sell at a gain, but lose it on AMZN/MSFT.fuckign diversification is trash. either make money or lose it

AMZN should be $300 MSFT should be $600 META should be $850

If you think about it, it’s kinda bullish that the barrier to entry for making your own AI is so expensive. Startups and smaller companies have no chance ever catching GOOG, MSFT, META and anthropic.

the problem is the more it goes down, the more the discount is tempting look at MSFT NVDA AMZN RDDT, even AMD and META somewhat people would have killed to buy at these prices months ago and now they're scared af

Before close yesterday. SLV Puts AMZN Calls META Calls I have successfully inversed the market

META already lower than pre earnings. What a regarded maket lol

Good night everyone > **$610 Billion of capex will be spent by four companies in 2026** > > AMZN $200B > > GOOGL $180B > > META $125B > > MSFT $105B

Why is meta crashing

Lmao glad I sold META at 720, look at this shit show

Meta is crashing wtf

#Between Microsoft, Meta, Google and Amazon, $750 billion will be invested into AI infrastructure next year. #Markets: sell all chip and semi stocks LMAO🤌

That meta pump today was suspicious af

Dude someone tried to sell me meta shares on fb marketplace, yikes

Bruh what the fuck Whats up with meta

META will have the last laugh. When the data centers are being scrapped for parts, every citizen with get a free top of the line $50,000 GPU which will run the shitty ass textures in the MetaVerse with ease. 

Apple is +1.45% ytd Microsoft is -19.3% ytd Nvidia is -9.9% ytd Amazon is -12.7% ytd Google is +2.7% ytd Tesla is -14.3% ytd And Meta is -1.17% ytd All the while SPY is only -1.74%. Ytd.

Holy fuck Meta what the fuck

I didnt know META was reporting earnings again tonight

Are we buying Oracle when its under $100 like we should have with Meta a few years ago?

All these companies stopped buybacks for capex. Some even taking on a loan for capex. LMAO IM LOOKING AT YOU META AND AMZN. Shareholders get negative return.

AMZN, GOOGL, META, MSFT spending a total of 600bn on capex. And you think this shit is going to go up? Lmao. Shareholders are literally getting nothing for the year cause it all went into capex.

THE 2026 BIG TECH CAPEX ARMS RACE • $AMZN: $200B (+52% YoY) • $GOOGL: $180B (+98% YoY) • $META: $125B (+74% YoY) • $MSFT: $105B (+31% YoY)

What happened to META?

Google 180. Amazon 200. So what’s the expectation for Meta?

GOOGL AMZN & META Data Center Cap ex is as high as Germany´s (3 largest economy) total budget.

Why would SNDK and MU go down after hours when the titanic capex increases that META, GOOG and AMZN reported would imply they are getting beats on their next few earnings reports?

If they were smart it would be meta

Yea META sure was genius pouring billions into whatever gay space he called that abomination. Sometimes people do know better

Hm for whom? For Nvda msft Goog amzn. Yes there is. Do you understand how azure aws and gcp work. Companies pay for the compute they are building out. Nvda supplies the inputs. All those companies are making money. Meta is possibly only question in terms of if they profit here for others it seems more clear to me

Why would you own anything besides ai infra that is trading below or on par with the index valuation. Nvdia at 22x foward same as index, micron at 8.5 at basically a third, sndk and many more. Are people regarded? have they seen those capex numbers? do they really think google, amazon and meta can't get the money?

No joke I think now is precisely the time to crush the tech shorts. This is pretty obvious. Meta msft Goog amzn are all spending on capex. Why? Either because as the shorts think they are foolish or alternatively we can trust the people looking at the cards rather than the spectators here. Big tech sees they have pocket aces. Literally insatiable demand for their capex so build and profit. Amazon is spending because customers are paying. Also Nvda is making off like a bandit from all this spending. Might not be time yet maybe after Nvda crash but there is an opportunity here to crush the tech short.

If it weren’t for AMD & META last month I’d be applying for Wendy’s now

Jeff Amazon, Sundar Google, Tim Apple, Mark Meta and Greg Netflix can suck fat cocks.

Confidence and investing in the future (Capex) is now a bad thing for whatever reason. Easy buy opportunities in the market rn long term, especially MSFT and META

200B is more than META or GOOGL! that’s crazy if this is about some warehouse robots 

Capex.. only META mooned when they release lower than expected capex but they're dropped back down since then too

#Between Amazon, Microsoft, Google and Meta we were promised a total capex of $700 billion which should benefit chip companies but they keep drillin LMAO🤌