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🔥🚨🚀 Meta rotation accelerates as Zuck fires up the AI machine 🚀🚨🔥
@Barcode:
$Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ 🔍 Momentum ignited I am seeing serious momentum here! $META blasted 665 and ripped 678 after Zuck confirmed up to 30% Metaverse cuts for 2026. Reality Labs has lost roughly $70B since 2020. The black hole closes and capital rotates into AI compute that compounds returns. Spot 665.81 up 4%. Premarket 680.09 up 6.33%. Volatility flush then instant rotation into the trend. Institutions defending every dip. 📊 Flow flipped and sentiment rerated $26M calls smashed early. 16Jan 700 and 720 both over $3M BTO. Structure clean above 642.6 Daily Top. Mizuho reiterates Outperform and $815 PT, ~22% upside, estimating cuts could add ~$2 to 2026 EPS on top of $5.85 per share Reality Labs losses. Analysts are now paying for disciplined Gen AI investment not blank cheque spending. 📑 Analyst conviction rerates the story Mizuho reiterates Outperform with an $815 PT and ~22.3% upside. Cuts could add roughly $2 to 2026 EPS. Reality Labs losses pegged at ~$5.85 per share per year, no longer tolerated. Analysts now see disciplined Gen AI investment and confidence returning as the drag is removed. This is rerating fuel. 🏗️ AI infrastructure is the DNA Ad revenue $51.24B Q3 up 26% YoY. Q4 guide $56 to $59B. 2025 capex rising to $70 to $72B. 2026 potentially $110B to fund rapid GPU expansion. 1M+ GPUs incoming across Prometheus 1GW Ohio and Hyperion 5GW Louisiana superclusters. Threads MAUs at 350M. Llama pushing AI across 4B users. Compute is the moat. 🎯 Levels are opening for price discovery $678 key! $708.67 is the immediate magnet then Monthly Top 740.11. ~$100B market cap added for ~$5B yearly savings. Efficiency alpha unlocked. The AI compute platform narrative is pricing in live and being rewarded. 🦇💥 BATMMAAN is powering breadth 🦇💥 B Broadcom $AVGO A Apple $AAPL T Tesla $TSLA M Microsoft $MSFT M Meta $META A Amazon $AMZN A Alphabet $GOOGL N Nvidia $NVDA 💥 These eight have added $1.9T since the election and carry 85% of S&P upside. I added more shares. Acceleration demands respect. Strength like this does not negotiate. 📢 Do not miss out. Like, Repost and Follow me for exclusive setups, cutting edge trends, and insights that move markets 🚀📈 I am obsessed with hunting down the next big movers and sharing strategies that crush it. Let us outsmart the market and stack those gains together 🍀 Trade like a boss. Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerObserver @TigerStars @TigerPicks @Daily_Discussion @TigerWire
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