METAMETA.US

The world's largest social-media company, parent of Facebook, Instagram and WhatsApp. Founded by Mark Zuckerberg in 2004 and renamed Meta in 2021. Advertising still pays the bills, but the company is betting its future on open-source AI models (Llama) and massive AI datacenters, spending tens of billions a year.

CEO Mark Zuckerberg · Founded 2004 · Listed 2012.5 · HQ Menlo Park, USA · Exchange NASDAQ · Website meta.com

Predictions & track record (9)

• Awaiting grading S&P 500 Profit Margins Hit a Record 15.7% as AI Earnings Season DeliversCheck at Q3 2026 earnings season whether the S&P 500 net margin holds above 15.7% or reverses.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BCheck in the following weeks whether optics and networking suppliers like $LITE rally on Google's raised capex guidance, and whether Microsoft and Meta echo the same capex increase when they report next week.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading Semiconductor stocks are about to overtake Big Tech as the S&P 500's biggest earnings driverGrade in Q3 2026, once Q2 earnings season is complete, whether semiconductor companies' contribution to S&P 500 EPS growth actually reached the ~48% Kobeissi projected, and whether Amazon/Google/Meta/Microsoft's combined contribution fell to roughly 9%.
• Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.
• Hit Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profitAlphabet's Q2 2026 earnings (reported July 22, 2026) beat revenue and profit estimates, but the company raised its 2026 capex guidance to $195-205B from the prior $180-190B, and GOOGL shares fell about 5-7% on the capex hike despite the beat -- confirming Meru's call that the capex line, not profit, would drive the market reaction.
• Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and AnthropicScore at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects?

19 related posts

• Watch Closed AI blocked the breach investigation. Why is Nvidia betting security on openness? Jensen Huang (@JensenHuang) · 2026-07-27
• Watch S&P 500 Profit Margins Hit a Record 15.7% as AI Earnings Season Delivers The Kobeissi Letter (@KobeissiLetter) · 2026-07-26
• Watch Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Bull SK hynix agrees to $750 billion five-year memory supply deal with Nvidia, Samsung signs separate $200 billion MOU with Broadcom Jukan (@jukan05) · 2026-07-25
• Watch Trump opens Section 301 probe into EU over fines on Apple, Meta, Amazon and Google, threatens tariffs in response Donald J. Trump (@realDonaldTrump) · 2026-07-24
• Watch Jensen Huang joins X and uses his first post to back open AI models alongside closed ones Jensen Huang (@JensenHuang) · 2026-07-24
• Bull Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Watch Semiconductor stocks are about to overtake Big Tech as the S&P 500's biggest earnings driver The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Bear SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20
• Watch Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit 메르 (ranto28) · 2026-07-20
• Bull Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15
• Anthropic vs Alibaba: was Qwen's open-weight crown earned or distilled? 메르 (ranto28) · 2026-07-14
• Bull SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09
• Zuckerberg opens Meta's model API: agentic performance at a discount Mark Zuckerberg (@finkd) · 2026-07-09