Is Meta's Marketplace Dead?

Metrics and thoughts on Faire, TikTok and Poshmark.

META Earnings Breakdown + How Insiders Trade

The tea on why Mark stopped selling stock for 2 years

Meta's Datacenters + Zuck's Security Detail

A deep dive into datacenter costs and tradeoffs in the race to dominate AI

Latest Meta Jobs + Analyst Chatter

Earnings Breakdown + Mark v Elon Fight

Meta Stock Bull Run?, Pre-Earnings Themes, No Drama Llama- v2

Why analysts are loving the stock this cycle

Meta wants conservatives back + Should teens be on social media?

A deep dive on what happened to alt right social platforms and why Meta should copy China's approach to teens on social

Meta Board Salaries, Trading Activity and new Layoff Data

Curious how much Meta's board gets paid? Wonder no more

META Earnings Call - Full Breakdown

Morgan Stanley changes its mind, AI scores big gains

What Meta Can Learn From Discord

How Discord commerce works and why WhatsApp should take notes

Meta uses Bain for Layoffs, Class B Share Stuff, Generative AI

Bain is in the building making layoff decisions, Meta's generative AI bets, Mark's Class B shares

Meta stock rally, Layoffs again, Patent Curiosities

We look at the last layoff to glean what could happen next. Analysis of Meta's key patents