[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [$4941b](/topic/$4941b) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "$AMD is a $X Trillion MC w/ $META Confirmation🧵 $META aggressive "Front-Loading" AI CapEx will only enhance my bull cse for @AMD for $70B-$100B revenue FY 2026 or AMD J-Curve moment. X. Meta Q3 earing and Compute demand Q3 revenue beat ($51.24B vs. $49.41B est. +26% YoY) and EPS ($7.25 adjusted vs. $XXXX YoY ignoring a $15.9B tax charge). Zuckerberg on persistent compute shortages: "We build. aggressive infrastructure and then we keep on having more demand." This tied this to accelerated AI adoption (1B+ monthly Meta AI users 1B+ daily business threads) and Llama model training/inference" [X Link](https://x.com/MikeLongTerm/status/1983914277338505254) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-30T15:09Z 17.2K followers, 40K engagements "Whoa $META now trading XX% below its all-time high from August. 🩸It dropped hard but I think fundamentals are still strong: XX% YoY revenue growth solid ad business and deep AI bets. Long-term story unchanged. #stockmarket #meta #EarningsReport" [X Link](https://x.com/InvestoRnn92/status/1983895000409845861) [@InvestoRnn92](/creator/x/InvestoRnn92) 2025-10-30T13:53Z XX followers, XXX engagements "$META CEO @finkd cited massive compute demand Q3 2025 vs Q3 2024 Revenue $51.24B vs $40.59B +26% (+$10.65B) EPS $XXXX vs $XXXX XX% (+$1.22) Operating Income $20.54B vs $17.50B+17% (+$3.04B) XX% growth at this SIZE what AI bubble Have many companies seen this kind of growth at this size And Mark Zuckerbeg highlighted a recurring challenge: despite "aggressive" planning for AI infrastructure demand for compute capacity has consistently outpaced supply. He noted "To date we keep on seeing this pattern where we build some amount of infrastructure to what we think is an aggressive assumption and" [X Link](https://x.com/MikeLongTerm/status/1983882534107721960) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-30T13:03Z 17.1K followers, 3508 engagements "META Q3 Earnings 🔍 Adj. EPS: $XXXX vs $XXXX est ✅ Revenue: $51.24B vs $49.41B est 📈 DAUs: 3.54B vs 3.5B est 👥 Ad rev: $50.08B vs $48.5B est 💰 Q4 rev guide: $5659B vs $55.5B est 🔮 Stock -X% PM on $15.93B one-time tax hit (Trumps One Big Beautiful Bill) 🧾 Capex raised to $7072B for AI infra 📡 Reality Labs loss: $4.4B 🚨 Fair value: $720750. Premarket at $XXX = tactical entry 🎯 Grade: 8/10. Core strong headline misunderstood. #META #Earnings #AI #TechStocks #FAANG #Zuckerberg #Trading #Investing" [X Link](https://x.com/tradersarangc/status/1983821996161929525) [@tradersarangc](/creator/x/tradersarangc) 2025-10-30T09:03Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"$AMD is a $X Trillion MC w/ $META Confirmation🧵 $META aggressive "Front-Loading" AI CapEx will only enhance my bull cse for @AMD for $70B-$100B revenue FY 2026 or AMD J-Curve moment. X. Meta Q3 earing and Compute demand Q3 revenue beat ($51.24B vs. $49.41B est. +26% YoY) and EPS ($7.25 adjusted vs. $XXXX YoY ignoring a $15.9B tax charge). Zuckerberg on persistent compute shortages: "We build. aggressive infrastructure and then we keep on having more demand." This tied this to accelerated AI adoption (1B+ monthly Meta AI users 1B+ daily business threads) and Llama model training/inference"
X Link @MikeLongTerm 2025-10-30T15:09Z 17.2K followers, 40K engagements
"Whoa $META now trading XX% below its all-time high from August. 🩸It dropped hard but I think fundamentals are still strong: XX% YoY revenue growth solid ad business and deep AI bets. Long-term story unchanged. #stockmarket #meta #EarningsReport"
X Link @InvestoRnn92 2025-10-30T13:53Z XX followers, XXX engagements
"$META CEO @finkd cited massive compute demand Q3 2025 vs Q3 2024 Revenue $51.24B vs $40.59B +26% (+$10.65B) EPS $XXXX vs $XXXX XX% (+$1.22) Operating Income $20.54B vs $17.50B+17% (+$3.04B) XX% growth at this SIZE what AI bubble Have many companies seen this kind of growth at this size And Mark Zuckerbeg highlighted a recurring challenge: despite "aggressive" planning for AI infrastructure demand for compute capacity has consistently outpaced supply. He noted "To date we keep on seeing this pattern where we build some amount of infrastructure to what we think is an aggressive assumption and"
X Link @MikeLongTerm 2025-10-30T13:03Z 17.1K followers, 3508 engagements
"META Q3 Earnings 🔍 Adj. EPS: $XXXX vs $XXXX est ✅ Revenue: $51.24B vs $49.41B est 📈 DAUs: 3.54B vs 3.5B est 👥 Ad rev: $50.08B vs $48.5B est 💰 Q4 rev guide: $5659B vs $55.5B est 🔮 Stock -X% PM on $15.93B one-time tax hit (Trumps One Big Beautiful Bill) 🧾 Capex raised to $7072B for AI infra 📡 Reality Labs loss: $4.4B 🚨 Fair value: $720750. Premarket at $XXX = tactical entry 🎯 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
/topic/$4941b/posts