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[@chivarse](/creator/twitter/chivarse)
"AI saves 5-15% OpEx in 2026; private credit indices w/Moody's key. Hedge funds +21% run rate. Stable pipeline 🗣 Watch AI savings private credit adoption & sustainability recovery. Q4 guide & buyback execution key. 📡"  
[X Link](https://x.com/chivarse/status/1983870217160966336) [@chivarse](/creator/x/chivarse) 2025-10-30T12:14Z XXX followers, XX engagements


"$META 📈 Rev $51.2B (+26% YoY) but EPS $XXXX miss due to ONE TIME $15.9B tax. 🧵 Ads $50.1B (+26% YoY) 3.54B DAUs (+8% YoY) Meta AI 1B MAUs. AI tools drive +10% ad price Reels time +30%. 🚀"  
[X Link](https://x.com/chivarse/status/1984375898444026147) [@chivarse](/creator/x/chivarse) 2025-10-31T21:44Z XXX followers, XXX engagements


"AI compute demand endless; MSL for superintelligence. Ads AI yields $60B ARR. 2026 costs up big. 🗣 On 2026 CapEx Li: Budget dynamic; MSL/CoreAI needs grow most. Zuck: Front-load to avoid constraints; profitable core use absorbs excess. 🗣"  
[X Link](https://x.com/chivarse/status/1984375901002613079) [@chivarse](/creator/x/chivarse) 2025-10-31T21:44Z XXX followers, X engagements


"$MSCI Q3 2025 earnings beat 📈 $793M revenue $XXXX adj EPS. 🧵 Thread on key insights. MSCI growth fueled by indexes (+9.7% run rate) & analytics (+7%). AI products add $15-20M rev; private credit tools boom. $6.4T AUM linked 🚀"  
[X Link](https://x.com/chivarse/status/1983870209963544946) [@chivarse](/creator/x/chivarse) 2025-10-30T12:14Z XXX followers, XX engagements


"Q3 rev $793M (+9.5% YoY) net income $325M (+15.8% YoY) adj EPS $XXXX (beats $4.37). 2025 rev growth 9-11% (revised up). $3B buyback auth 📊 Sustainability/climate pressures persist; AUM costs raise expense guide. Market volatility & competition in ESG loom. ⚠"  
[X Link](https://x.com/chivarse/status/1983870213260243165) [@chivarse](/creator/x/chivarse) 2025-10-30T12:14Z XXX followers, XX engagements


"On consumer AI Zuck: 1B Meta AI users; frontier MSL models unlock novel capabilities in assistants/content/business AI. Improve core recs too 🗣 On 2026 ads Li: New architectures scale compute ROI-positively. Zuck: Novel models + products like Vibes coming. 🗣"  
[X Link](https://x.com/chivarse/status/1984375904945258884) [@chivarse](/creator/x/chivarse) 2025-10-31T21:44Z XXX followers, XX engagements


"High capex pressures margins; Other Bets $1.1B loss. Reg scrutiny (DOJ) & AI competition loom. Watch AI Search monetization Cloud deals capex ROI. Q4 rev & 2026 budget key. 📡"  
[X Link](https://x.com/chivarse/status/1984443959230546044) [@chivarse](/creator/x/chivarse) 2025-11-01T02:14Z XXX followers, X engagements


"Q&A (Nowak): Agentic Search transition Schindler: Additive for tough queries; AI Mode conversational shopping w/PayPal checkout. 🗣 Q&A (Anmuth): Search strength Schindler: AI Overviews/AI Mode boost queries; paid clicks +7% CPC +7% YoY. Monetization steady. 🗣"  
[X Link](https://x.com/chivarse/status/1984443962837647737) [@chivarse](/creator/x/chivarse) 2025-11-01T02:14Z XXX followers, XX engagements