Meat✓

Olivia Moore @omooretweets

Meta has landed on branding for Muse: “AI that hustles for you” Ads running so far feature athletes (F1 is heavily featured + they’ve sponsored a team) getting things done via Muse Messaging is largely - have background tasks handled while you live life

Meat @MeatMETAc

Meat Holder Relations: Notice of Treasury Changes On completion of the changes below, approximately 25% of MEAT supply will be out of circulation, through permanent burns and Treasury holdings under a no-sell policy. This figure does not include the 3% Operations allocation described in item 4. The Board has adopted the following policy for the Company's holdings: 1. $META stock All META received by Company wallets is held by the Treasury and is not sold. Accumulating META is the Treasury's purpose. 2. Treasury $MEAT MEAT held by the Treasury is not sold or transferred out. Holdings will be consolidated into a multisig within the next week. Wallet movements will be disclosed on completion. 3. Supply reductions Burns are disclosed after execution, with the transaction and updated total supply. 4. Operations 3% of supply is allocated to an Operations wallet for contributors, competitions, and partnerships. This 3% is separate from the 25% out of circulation. 5. Disclosure Treasury and Operations holdings are published live at Purchases, burns, and transfers are disclosed on completion. The protocol continues to pay holders directly in META stock. The Treasury's own distributions are the accumulation engine. Wallet addresses and current holdings will be published on the treasury page with the consolidation.

The Inner Circle Trading Group DP David Prince @epictrades1

$META Went from kenny G to Jay-Z in one $GOOGL report.

Oracle @OracleNYSE

$META Burry long idea CASSANDRA UNCHAINED: HYPERSCALER AI SPENDING COULD LIFT INFERRED AI‑SERVICES MARGINS AT META BY 8‑12%

Jim Cramer @jimcramer

The corporate treasurers are so stupid. NEVER EVER do an ATM, You do a big spot and forget about it. ATM systematically breakdown the stock; how i wish they would just listen to me. They don't understand.

Wall St Engine @wallstengine

$NVDA will invest $3 billion in $META's equity offering. Meta plans to increase deployments of NVIDIA Vera Rubin systems and Vera CPUs, along with Spectrum-X networking and BlueField-4, to support its next-generation AI agents. The companies are also exploring collaboration on AI agent security and monitoring. Meanwhile, Meta has increased its common stock offering to $25 billion from $22.5 billion, bringing its current offerings to $37.5 billion, with another potential $60 billion share sale program planned for 2027.

Cohere @cohere

While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report:

amit @amitisinvesting

$META META OFFICIALLY ENTERS THE CAPITAL RAISING GAME THROUGH SELLING MORE OF THEIR STOCK. Meta announced plans to raise approximately $35 billion through two equity offerings: - $22.5B in Class A common stock through forward sale agreements. - $12.5B in depositary shares tied to mandatory convertible preferred stock. The company is also considering a separate $60 billion offering program for its new nonvoting Class C shares, potentially beginning in Q1 2027. The nonvoting class was introduced on earnings last week and will result in a 2-for-1 stock split. The total raise so far will be around $95B, $10B more than Google’s $85B equity offering from a few months ago. $NVDA NVIDIA, $AMD, and $AVGO Broadcom have also expressed nonbinding interest in purchasing a combined $5 billion of Meta shares…which basically means the suppliers of chips to Meta will now be taking a direct equity stake into them. Meta already has warrants that convert into shares for 10% of $AMD if it holds above $600 in the future. Capital is now becoming the constraint…whoever can raise the most will win.

Elon Musk @elonmusk

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

Udi Wertheimer @udiWertheimer

i got access to muse realtime voice it is meaningfully better than ChatGPT voice imo (and WAY better than voice in grok bot and claude duet) feels natural and fast, expressive, and doesn’t have the weird voice GPT-isms that youtubers love making fun of

BLIZZSTOR 🔺⚔️ @blizzstor

I PUT TOGETHER A LITTLE STORY INSPIRED BY THE $MEAT PROJECT AND WANTED TO SHARE IT WITH THE COMMUNITY. 📖🥩 HOPE YOU ENJOY IT AND I'D LOVE TO HEAR WHAT YOU THINK @MeatMETAc

nibel.base.eth @Nibel_eth

大家做好准备了吗？我们正在等待中文社区发个大家都能支持的meme 👀

Jensen's Bicep @BillyTheKid_59

. @alexandr_wang has averaged 12 posts per day over the last 45 days posts today? 0 $meta