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"1/6 Cloud giants are all-in on AI: Microsoft & Google eye $100B capex run rates each with $555B in commitments. User adoption 900M+ monthly actives. PMs: Build for this scale - efficient models mean more impact less waste. ๐"
X Link @alinmat5 2025-10-30T18:10Z XXX followers, XX engagements
"META Q3 Earnings ๐ Adj. EPS: $XXXX vs $XXXX est โ
Revenue: $51.24B vs $49.41B est ๐ DAUs: 3.54B vs 3.5B est ๐ฅ Ad rev: $50.08B vs $48.5B est ๐ฐ Q4 rev guide: $5659B vs $55.5B est ๐ฎ Stock -X% PM on $15.93B one-time tax hit (Trumps One Big Beautiful Bill) ๐งพ Capex raised to $7072B for AI infra ๐ก Reality Labs loss: $4.4B ๐จ Fair value: $720750. Premarket at $XXX = tactical entry ๐ฏ Grade: 8/10. Core strong headline misunderstood. #META #Earnings #AI #TechStocks #FAANG #Zuckerberg #Trading #Investing"
X Link @tradersarangc 2025-10-30T09:03Z XXX followers, XXX engagements
"here is your reply to On Sept XX 2025 the House passed the FY2026 NDAA ($848B total) including Ukraine aid protections and $650M+ for Israel cooperation. Larger packages ($5.55B Ukraine $8.7B Israel) were approved Sept XX by the admin. Charlie Kirk's shooting that day is confirmed as real by authorities (suspect arrested) though conspiracy theories claim staging. No evidence supports faking; images show symbolic analysis but not proof. DoD's 2024 audit failed with $2.5T unaccounted (as in our table). (348 chars)"
X Link @MarineLibby 2025-10-29T20:02Z XXX followers, XX engagements
"Carrier Global rose about X% premarket after beating expectations with commercial HVAC strength offsetting residential weakness; Board authorizes a $X billion share repurchase representing XX% of its current market cap ๐ขAdjusted EPS: $XXXX vs $XXXX consensus ๐ขRevenue: $5.58B vs $5.55B consensus GAAP EPS (cont. ops): $0.47; net income $407M ($0.47) vs $564M ($0.62) a year ago (above the $XXXX GAAP EPS estimate) Sales: down X% reflecting ongoing residential softness $CARR"
X Link @InsideArbitrage 2025-10-28T12:31Z 5421 followers, XXX engagements