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The Few Bets That Matter
$META quarter is another great sign for the market.
🔹Engagement and ad pricing keep rising; we’re clearly not near the AI optimization ceiling yet.
🔹Guidance points to continued double-digit growth, meaning AI does and will continue to deliver returns.
🔹Capex was raised again, which tells you compute demand and buildouts aren't slowing.
In short: AI is generating cash, and they want more of it.
What a company.
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$META quarter is another great sign for the market.
🔹Engagement and ad pricing keep rising; we’re clearly not near the AI optimization ceiling yet.
🔹Guidance points to continued double-digit growth, meaning AI does and will continue to deliver returns.
🔹Capex was raised again, which tells you compute demand and buildouts aren't slowing.
In short: AI is generating cash, and they want more of it.
What a company.
tweet
Brady Long
RT @thisguyknowsai: Most “AI for research” tools just add another workflow.
more tabs. more uploads. more mess.
@scispace quietly fixed the actual problem.
so I stress-tested the new Agent updates 👇
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RT @thisguyknowsai: Most “AI for research” tools just add another workflow.
more tabs. more uploads. more mess.
@scispace quietly fixed the actual problem.
so I stress-tested the new Agent updates 👇
tweet
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Fiscal.ai
Wow...
Microsoft's CapEx grew 89% YoY.
That's their largest CapEx increase ever.
$MSFT https://t.co/kbK2diVdSZ
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Wow...
Microsoft's CapEx grew 89% YoY.
That's their largest CapEx increase ever.
$MSFT https://t.co/kbK2diVdSZ
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Offshore
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Dimitry Nakhla | Babylon Capital®
ServiceNow $NOW Q4 2025 Report 🗓️
✅ REV: $3.56B (+20% YoY)
✅ EPS: $0.92 (+26% YoY) https://t.co/2zw7MIOQxM
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ServiceNow $NOW Q4 2025 Report 🗓️
✅ REV: $3.56B (+20% YoY)
✅ EPS: $0.92 (+26% YoY) https://t.co/2zw7MIOQxM
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App Economy Insights
$MSFT Microsoft Q2 FY26 (Dec. quarter):
☁️ Azure +38% fx neutral.
• Revenue +17% Y/Y to $81.3B ($1.0B beat).
• Gross margin 68% (-1pp Y/Y)
• Operating margin 47% (+2pp Y/Y).
• Non-GAAP EPS $4.14 ($0.22 beat).
• $10B gains from investments in OpenAI. https://t.co/mkyLQ1qsHo
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$MSFT Microsoft Q2 FY26 (Dec. quarter):
☁️ Azure +38% fx neutral.
• Revenue +17% Y/Y to $81.3B ($1.0B beat).
• Gross margin 68% (-1pp Y/Y)
• Operating margin 47% (+2pp Y/Y).
• Non-GAAP EPS $4.14 ($0.22 beat).
• $10B gains from investments in OpenAI. https://t.co/mkyLQ1qsHo
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God of Prompt
How People Really Use ChatGPT — Smart Uses You Haven’t Tried
Unlock AI’s full potential now.
• Use work hacks
• Enhance personal growth
• Explore smart uses
🔗 Click below to read more:
https://t.co/L4yfKUASB1 https://t.co/a0owOf63Hs
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How People Really Use ChatGPT — Smart Uses You Haven’t Tried
Unlock AI’s full potential now.
• Use work hacks
• Enhance personal growth
• Explore smart uses
🔗 Click below to read more:
https://t.co/L4yfKUASB1 https://t.co/a0owOf63Hs
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Fiscal.ai
RT @StockMKTNewz: Tesla $TSLA brought in $94.8 Billion of Revenue in 2025 up from $31.5B in 2020 https://t.co/j4W96DOkXp
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RT @StockMKTNewz: Tesla $TSLA brought in $94.8 Billion of Revenue in 2025 up from $31.5B in 2020 https://t.co/j4W96DOkXp
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The Few Bets That Matter
Keep in mind that $META expenses include depreciation and amortization.
You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.
Chose your poison.
From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.
So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.
If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.
This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference.
tweet
Keep in mind that $META expenses include depreciation and amortization.
You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.
Chose your poison.
From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.
So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.
If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.
This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference.
$META EXPECTS FULL YEAR 2026 EXPENSES TO BE IN THE RANGE OF $162B-$169B
"Majority of expense growth infrastructure costs" 🤯 https://t.co/xMVRrMsPKt tweet