Pick your winner: Stocks or Crypto? 🥊 Stocks: $META, $GOOGL, $MSFT Cryptos: $BTC, $ETH, $SOL Comment your votes to win $20! #StocksVSCrypto

【超级星期三交易员日志】今晚市场注定无眠！美联储议息会议重磅来袭，降息25个基点几乎板上钉钉。 紧接着鲍威尔讲话，预计将重申“风险管理”策略，但不会对12月政策“剧透”。 收官阶段更是刺激，微软、谷歌、Meta三大科技巨头财报集中放榜，AI投资成色接受市场检阅。不是你在盯盘，就是盘在盯你，系好安全带！ #麦通 #MSX #美股 #鲍威尔

Mag7 Earnings Week! Five of the Mag7 stocks will release their earnings from tomorrow. 🔹 $AAPL 🔹 $MSFT 🔹 $META 🔹 $AMZN 🔹 $GOOGL Which ones are you watching?

Apple, , $AAPL, Google, $GOOGL, and Meta, $META, are providing funding for Trump’s $300 million White House ballroom, per SF Chronicle

the tricky part rn about this icm meta = execution risk. u need to outperform previous launch each time bc a lot will already be priced in. $meta down bc $loyal didnt meet expactations and is valued at ico price while $avici is seeing new ath's. silly if u ask me, as revenue stream is up only. will be interesting to see how this will develop when there are thousands of icm tokens & tradfi going onchain too.

Meta, $META, has cut an undisclosed number of people in its AI unit, as it had become overly bureaucratic, per Axios

$META - META IS CUTTING ROUGHLY 600 POSITIONS OUT OF THE SEVERAL THOUSAND ROLES WITHIN META'S SUPERINTELLIGENCE LAB - AXIOS

When you buy the dip $spx $nvda $docn $meta

Meta Ai 眼镜出了新款 小扎在Ai穿戴上势必要杀出一条血路 马上入手一个体验体验 体验感可以的话就开始建仓 $META

SHARES OF MEGACAP STOCKS FALL IN BROAD SELLOFF 🔸 $NVDA DOWN 1.1% 🔸 $META PLATFORMS SLIPS 0.7% 🔸 $TSLA SHEDS 0.5% 🔸 $GGOGL DOWN 0.7% 🔸 $MSFT SLIDES 0.5% 🔸 $AMZN DOWN 0.6%

Amazon, $AMZN, Meta, $META, Microsoft, $MSFT, and Google, $GOOGL, could spend an estimated $320 billion on capex, primarily for AI infrastructure, this year, per BI.

"Meta, $META, OpenAI, and Oracle, $ORCL, have collectively announced plans to spend more than $1 trillion on data centers in the next several years," per BI.

85M+ raised on @MetaDAOProject for @UmbraPrivacy ICO. Probably nothing. I genuinly believe $meta is a 1b+ token. Owned by @paradigm and a based dev @metaproph3t.

Tokenisation with proven true ownership. Dao's based on futarchy. No 'promises' but written in smart contract. The power in the hands of the investors. Sol is on the right track to bet big on the ICM era. $meta coded.

$meta brings 100% ownership, unruggable ICO's. no max extracting devs that either 1) walk away with the money 2) taking all the revenue once they make money. The renaissance of ICMs.

在 @quanto 交易代币化股票📈 上线八支以上的股票，最高可用 40x 杠杆，且可使用任意资产作为抵押品进行交易。 @solana 的互联网资本市场✨ 当前可交易： $AAPL 、 $TSLA 、 $NVDA 、 $AMZN 、 $META 、 $GOOG 、 $MSFT 、 $SBET 和 $QQQ

$META coded.

People are now saying that tokens on the Solana have a ceiling because they lack support from top-tier CEXs, so current market liquidity tends to flow to chains like BSC and Base (as they’re backed by Binance and Coinbase). However, I believe Solana has always been at the forefront of blockchain innovation and passion. It has the strongest community, the richest on-chain trading infrastructure, and the smoothest user experience. In fact, it’s the top CEXs that need Solana. If you’re interested in the ICM/prediction markets narrative for Solana in Q4, don’t overlook these projects. #1 Launchpad $launchcoin @believeapp $meta @MetaDAOProject no ca @devfunpump $pmx @pmx_trade #2 Incubators $icm @icmdotrun $buidl @buidldao_ #3 Prediction Markets News/Analysis $polyfacts @polyfactual $ppw @pizzintwatch #4 Prediction Markets TG bot $pmx @pmx_trade $ok @tryokbet #5 Prediction Markets AI agents/trading $rain @rainmakerdotfun $hedgemony @HedgemonyFund $polybro @polybroapp #6 Prediction Markets Social Networking no ca yet @polldotfun no ca yet @tweemdotlol —- NOT FINANCIAL ADVICE. If you have other solid projects and founders to recommend, pls tag them in the replies and will definitely have a look. Eyes on Q4🔥

Look at this. On 09/26/2025, there were large CoreWeave, $CRWV, positions for $150 call expiring 01/15/2027 & $200 call expiring 01/15/2027. One was for $7.8 million and $5.3 million. On 09/30, it was announced $CRWV landed a deal with $META. The trader made millions.

Look at this. On 09/26/2025, there were large CoreWeave, $CRWV, positions for $150 call expiring 01/15/2027 & $200 call expiring 01/15/2027. One was for $7.8 million and $5.3 million. On 09/30, it was announced $CRWV landed a deal with $META. The trader made millions.

3 new assets just landed on Stock Perps: $GOOG, $META and $NVDA You can now trade 6 assets with up to 25x leverage on PancakeSwap Perpetuals ✨

BREAKING: Meta, $META, to sell targeted ads based on data in your AI chats, per TC

Good morning to everyone:

Good night to everyone:

Look at this. On 09/26/2025, there were large CoreWeave, $CRWV, positions for $150 call expiring 01/15/2027 & $200 call expiring 01/15/2027. One was for $7.8 million and $5.3 million. Today, it was announced that $CRWV it landed a deal with $META. $CRWV is up 13%.

🚀

$META - META CEO MARK ZUCKERBERG SAYS INSTAGRAM HAS GROWN TO 3 BILLION MONTHLY ACTIVE USERS

$META via Facebook just launched two new dating features, Meet Cute, and a dating assistant

“Our goal is to build great looking glasses that deliver personal super intelligence and a feeling of presence” Mark Zuckerberg of $META has said.

“We are going to spend aggressively. Even if we lose a couple hundred billion, it would suck, but it’s better than being behind the race for super intelligence," Mark Zuckerberg of $META has said.

Elon Musk of Tesla, $TSLA, Jeff Bezos of $AMZN, and Mark Zuckerberg of $META make up around a fifth of the collective fortune of all of America’s billionaires, per WSJ

Meta Connect 2025 unveiled Ray-Ban Display AI glasses and the Neural Band, advancing META’s AI superintelligence vision. $META currently trades at $775–$778, less than 3% from its 52-week high of $796. What to watch next: Q3 earnings to be released on Oct 29, 2025 Trade $META on #BitgetOnchain 👉 https://t.co/LNP4BmC8Ma #UEX

BREAKING: $META has introduced a new live translation feature for its AI glasses

Big tech companies like Amazon, $AMZN, Microsoft, $MSFT, Meta, $META, Oracle, $ORCL, Salesforce, $CRM, and Intel, $INTC, have cut thousands of jobs in 2025 So far, over 100,000 tech workers have lost their jobs this year as companies try to save money and shift toward AI and automation, per Forbes.

$AMZN $META - AMAZON IS DEVELOPING AR GLASSES IN CHALLENGE TO META - THE INFORMATION

Mark Zuckerberg of $META leaning over to Trump and saying: “I wasn’t sure what number you wanted to go with," after saying he'd invest "at least $600 billion through 2028."

Meta, $META, CEO Mark Zuckerberg tells President Trump his company will invest "at least $600 billion" in the U.S. to build out data centers and infrastructure to "power the next wave of innovation."

Yesterday, numerous CEOs had dinner with Trump. Included: Meta, $META, CEO Mark Zuckerberg Microsoft, $MSFT, CEO Satya Nadella Google. $GOOGL, CEO Sundar Pichai Apple, $AAPL, CEO Tim Cook AMD, $AMD, CEO Lisa Su OpenAI CEO Sam Altman

PRE MARKET $GOOG: +6.40% $AAPL: +3.70% $TSLA: +1.80% $META: +0.80%

最近半年团队主要研究 #AI 和 #RWA 赛道比较多，被问及最多的问题：‘#AI 是不是已经过了最热的“炒作期”？’，因为我们看到很多 #AI 加密项目或股票，貌似涨速有点慢或者不涨了！ 我的看法是——远远没有。现在的 #AI，差不多就相当于1995年、1996年互联网的阶段。那时候大家刚开始上网，浏览器才出来没几年，亚马逊、谷歌都还没真正爆发，但趋势已经很清晰了。#AI 现在也差不多这样，刚进入加速成长期。 🧐为何这么说？ 1️⃣算力依旧是瓶颈，也是最大机会，做AI要训练大模型，需要巨量的算力。美国这边有英伟达，芯片卖到断货。中国这边因为美国的出口管制，反而倒逼出一条本土产业链。比如寒武纪（Cambricon）这种公司，股价和市值都翻了好几倍。背后逻辑很简单：没有芯片，AI走不动。这就是最底层的“铲子生意”。我自己投股票的时候，最看重这种“确定性刚需”，不管AI应用做得怎么样，算力永远少不了。 2️⃣中国的“Buy China”逻辑，中美关系其实是把“双刃剑”。美国不卖顶级芯片给中国，看似是打压，但反过来成了国产替代的超级机会。没有封锁，中国的AI公司可能还在用英伟达的GPU，也不会有动力自己研发芯片。现在反而逼出了一个完整的国产生态。我在看中国半导体、算力相关公司的时候，这一点就是核心逻辑：自给自足是国家战略，市场够大，需求也刚性。 3️⃣政府是超级风投，你要看中国的模式，其实很像10年前的新能源车。那时候政府补贴电池、补贴买车，硬是把比亚迪、宁德时代推起来了。现在AI和机器人也一样，地方政府出补贴、投基金，相当于官方当“早期VC”，先给产业打地基。剩下的就交给企业家去拼执行力。作为投资人，我的判断是：政府方向决定赛道，企业家决定龙头。 投资的衡量标准，我们看一个AI或者机器人项目，最关键是两个问题： ✅它能不能真正解决痛点？比如机器人，能不能真的在家庭里帮老人、能不能在仓库里搬货，不是光好看、噱头大。 ✅它有没有产品市场匹配度（PMF）？就是说，这个产品是刚需，还是锦上添花？如果只是“看上去很酷”，但没人愿意为它买单，那就不行。在AI模型上也是一样。现在模型满大街都是，但能真正跑通商业模式的，要么解决企业的需求（比如代码自动化、办公提效），要么解决消费者的需求（比如智能助手、娱乐）。我投项目时，最怕那种“炫技”型公司，看上去技术牛，但没落地场景。 长期趋势我判断，未来3-5年里，AI算力的需求会是现在的10倍甚至100倍。这意味着： · 上游的芯片、算力基础设施公司，还是最稳的“吃肉”位置。 · 中游的大模型会越来越分化，能落地的会脱颖而出，光靠堆钱堆算力的可能会被淘汰。 · 下游的应用场景（比如机器人），现在看起来还早，但一旦找到像电动车那样的突破口，成长会非常惊人。 所以我们在 #AI 赛道的投资思路： 第一层：算力/芯片 → 确定性最强，国家战略支持，需求无限大(加密也是类似逻辑，分布式GPU算力依旧有空间)。 第二层：大模型 → 拼资源和落地场景，要慎重挑选，差距很快拉开。 第三层：应用（机器人等） → 风险大，但如果踩中龙头，可能是百倍回报。 所以我现在看AI，就像看当年的互联网和新能源车。远远没到泡沫破灭的时候，反而刚刚进入“加速跑道”。🧐