$META
11 long-form articles and 64 pre-market mentions covering $META from AskMelon Research.
Pinterest Grew Revenue 18% and Still Slid Into a GAAP Loss as 367 Million Users Pay 20 Cents
Pinterest's first quarter of 2026, reported on May 4, looks like the moment the long-promised commerce engine finally caught: revenue of $1.008 billion up 18% year over year, monthly active users at a…
Snap's ad engine grew 3% while Meta's grew 33%, and the gap is the whole story
Snap closed the first quarter of 2026 with a headline that read like a turnaround — revenue up 12% to $1.53 billion, daily users back to growth at 483 million, the net loss cut from $140 million to $8…
The Algorithm
They told you TikTok was sold. Read the cap table again. The Chinese company that built the most valuable recommendation engine on Earth still owns a fifth of the American version — and licenses it th…
The Data Mine
A generation of internet users spent two decades writing — for free, for fun, for strangers — millions of arguments, reviews, confessions, and jokes on a sprawling network of forums. They were told it…
Search and Destroy
For twenty-five years it ran the greatest business ever built — the toll bridge that every question on the internet had to cross, monetized with the highest-margin advertising in history, a monopoly s…
Whatever It Takes
The man who controls the votes has decided that artificial superintelligence is imminent, that whoever builds the infrastructure first wins everything, and that his company will therefore spend whatev…
The Multiple
It is one of the most profitable companies of its size in the world — eighty-five cents of operating profit on every dollar of revenue, growth above fifty percent a year, a stock that has risen many-f…
The Custom Job
It has been crowned the second great winner of the AI chip boom — the company the hyperscalers turn to when they want to escape Nvidia's grip and design their own silicon. Its AI revenue is tripling, …
Insurance on the Future
The same Wall Street banks underwriting the trillion-dollar AI debt boom are now quietly building and selling the instruments to bet against it. Trading in insurance on hyperscaler debt is up tenfold …
Borrowed Time
The AI build-out is being paid for with debt — more than $155 billion of it from the tech giants alone, another $120 billion hidden in off-balance-sheet vehicles, and bonds that mature in the 2050s to…
The Tell
The founders built the most talked-about company of the AI boom and rode it up roughly 150%. Since their shares came unlocked they have converted $2.3 billion of their own paper into cash — and not on…
Sunday, October 25, 2026
The week of October 19–24 ended with a profound irony: earnings season's best batch of fundamental beats — META +13% adj EPS, LMT +6.96%, LRCX +54% revenue, VLO +~$2.66 EPS — was met with systematic g…
Saturday, October 24, 2026
The week of October 19–23, 2026 opened on the 39th anniversary of the 1987 Black Monday crash — with the VIX above 22 and social media declaring the AI-semiconductor-CoreWeave complex the nearest anal…
Saturday, October 24, 2026
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Saturday, October 24, 2026
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Saturday, October 24, 2026
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Saturday, October 24, 2026
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Saturday, October 24, 2026
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Friday, October 23, 2026
Two consecutive sessions of broad "sell-the-guidance" rot — NFLX, META, IBM, TSLA, LRCX — have left the S&P at 7,663 (worst close since July) and the VIX at 19; Friday opens with Houthi attacks expand…
Thursday, October 22, 2026
For the third consecutive mega-cap print, the market sold the guidance and ignored the beat — META's $7.40 adj EPS (vs $6.53E) and TSLA's $0.48 EPS beat are both trading lower pre-market, while Iran's…
Wednesday, October 21, 2026
SpaceX's $14.6B AI/satellite quarter flipped the script overnight: NQ futures are up 0.74% and the KOSPI snapped back +3.29% — but the Hormuz Strait has never been more dangerous, with an 86% collapse…
Monday, October 19, 2026
It is the 39th anniversary of Black Monday 1987, "crash" is trending on social media, and yet futures point to a higher open — because the week that just ended (S&P −1.95%, Nasdaq −4.48%, the Philadel…
Sunday, October 18, 2026
The week of October 13–17 began as a controlled CPI calibration exercise and ended as a three-shock sequence no scenario fully captured: the hot CPI core (+0.33% MoM versus 0.2% expected) arrived Wedn…
Saturday, October 17, 2026
The week of October 13–16, 2026 opened on a four-day schedule — Columbus Day on Monday October 12 closed Treasury markets and reduced the equity trading week to Tuesday through Friday — but compressed…
Saturday, October 17, 2026
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Saturday, September 26, 2026
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Saturday, September 26, 2026
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Saturday, September 26, 2026
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Friday, September 25, 2026
Costco's Q4 blowout ($6.75 EPS, comps +9.4%, revenue +11.1%) collides with the year's most mechanically complex session: a $7 trillion triple-witching expiry — the second-largest in history — on the f…
Thursday, September 24, 2026
Wednesday's Flash PMI composite printed 58.4 — more than three standard deviations above the ~55.2 consensus and the hottest trifecta (Manufacturing 57.0, Services 58.7) in over five years — detonatin…
Wednesday, September 23, 2026
Oil cracked through $91 on Tuesday as Trump's "very good" pre-summit Iran diplomacy and Saudi Arabia's East-West pipeline restart attempt erased the warflation premium that had anchored WTI above $95 …
Saturday, September 19, 2026
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Saturday, September 12, 2026
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Saturday, September 5, 2026
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Saturday, August 22, 2026
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Saturday, August 8, 2026
(none — all 26 claims were resolved to Verified or Wrong)
Friday, July 31, 2026
Month-end, and the AI trade has flipped the tape from fear to euphoria: Amazon's first-ever $200B quarter with AWS +37% has it up +11%, Apple is down −7% on a soft Services/China guide, June Core PCE …
Thursday, July 30, 2026
The morning after a genuinely hawkish hold: the Fed held 9–3 with three presidents dissenting for a HIKE, the S&P fell −1.52% and the Nasdaq-100 slid into correction — and now Big Tech has split down …
Wednesday, July 29, 2026
The mirror flips again: Iran shatters the three-day ceasefire overnight with a ballistic-missile strike on US forces, snapping oil +4.7% and unwinding the entire week's disinflation trade in a single …
Tuesday, July 28, 2026
Yesterday's oil-relief rally flips inside out — a chip/memory rout crashes Korea's Kospi 10.84% (8th circuit-breaker of 2026) and drags Nasdaq 100 futures −1.11%, even as strong non-tech earnings lift…
Monday, July 27, 2026
Futures rip higher into the busiest week of the quarter — S&P 500 +1.01%, Dow +1.07%, Nasdaq 100 +1.64% — as a second straight day of paused US–Iran strikes sends oil crashing ~7% (WTI $83, Brent ~$90…
Saturday, June 27, 2026
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Saturday, June 13, 2026
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Saturday, May 16, 2026
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Saturday, May 9, 2026
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Saturday, May 9, 2026
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Saturday, May 9, 2026
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Monday, May 4, 2026
US DoD denied an Iranian missile hit on a destroyer near Jask island but Brent whipped $103→$113 before settling ~$108; S&P futures oscillate -0.1% to +0.2% with the first 30 minutes the day's binary …
Sunday, May 3, 2026
Iran submits a 14-point war-end proposal. Trump says he's "reviewing the concept." A new bulk carrier is attacked near Hormuz hours later. The S&P closed Friday at an all-time high of 7,230. Japan and…
Saturday, May 2, 2026
Your Saturday morning market coffee. The week three cloud giants committed $515 billion in AI capex in a single evening, Brent oil briefly hit $126 (a four-year high), Powell said goodbye from the pod…
Saturday, May 2, 2026
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Saturday, May 2, 2026
MSFT (reported Apr 29 AH)
Saturday, May 2, 2026
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Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 2, 2026
Day-of-week labeling (affects 6 claims: 57, 58, 60, 64, 65, 66):
Saturday, May 2, 2026
Total: 33 verified, 2 wrong, 3 unverified (38 claims)
Saturday, May 2, 2026
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