🔥🚨🚀 Meta rotation accelerates as Zuck fires up the AI machine 🚀🚨🔥

$Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$

🔍 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.

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Trade like a boss. Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_comments @TigerObserver @TigerStars @TigerPicks @Daily_Discussion @TigerWire

Meta CEO Zuckerberg's plan to cut spending on metaverse projects triggers stock gains

Meta CEO Mark Zuckerberg plans to cut spending on metaverse projects by up to 30%, expected to significantly reduce resources to build metaverse, involving Horizon Worlds and Quest devices, and potentially trigger layoffs. Following the announcement, Meta shares jumped nearly 5% to 6% premarket. The move reflects Meta's adjustment to its investment strategy in metaverse, which the market has reacted positively.

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Comments

Barcode
2025-12-05
Barcode
$Meta Platforms, Inc.(META)$我也在关注通过最近的波动形成的基础。593美元的主要动量支撑现已连续三周收盘，这证实了该水平是机构需求。621.45美元的二级支撑位充当下一个验证层。只要价格走势保持在两个楼层之上，看涨机制就会保持活跃，流动性会继续流向更高的阻力位。触底行为通常是嘈杂的，但这看起来是建设性的，结构不断改进。
Tui Jude
2025-12-05
Tui Jude
The way $Meta Platforms, Inc.(META)$ flushed and reclaimed the trend was textbook. Support is stacking. With $Tesla Motors(TSLA)$ we saw similar structure when capital shifted from hype to cash flow efficiency. Holding above $621.45 secondary momentum support keeps the bullish regime intact and flow keeps building near the resistance magnet 🧲
Hen Solo
2025-12-05
Hen Solo
This is capital allocation finally being rewarded. The fact $593 primary support held for multiple weekly closes sets a deep foundation for price discovery. When you combine that with $NVIDIA(NVDA)$ style AI infrastructure acceleration you get a new positioning cycle that changes the volatility regime and drives strong demand.
Kiwi Tigress
2025-12-05
Kiwi Tigress
lowkey it makes sense now when you say the old VR spend was a black hole and now money is moving to the AI stuff that actually scales and fr that makes the whole chart vibe way healthier and I get why the market is reacting this fast 📈🔥 feels like the bottom is real this time. Lowkey luv the 🦇 batmaan acro bc 💥💥💥
Cool Cat Winston
2025-12-05
Cool Cat Winston
CCW I like how you framed Meta’s rotation into AI capex. The tape is confirming it with volatility suppressed and structure holding firm above $642.6. If liquidity pockets above keep attracting price then $Microsoft(MSFT)$ correlation could extend this rotation. Strong positioning into earnings regime with disciplined spend creating real momentum.
PetS
2025-12-05
PetS
PetS the sentiment reset is clear. This is valuation reacting to better cash flow visibility rather than promises. $AAPL had similar behaviour when services spend scaled. Here the structure at $621.45 and $642.6 keeps support layered. Liquidity is rotating to where efficiency and scalability align.