MentionTraceStock ideas from sharp blogs, podcasts & letters

Meta Platforms, Inc.

Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally.

SectorCommunication ServicesTickersMETA, METAUSHeadquarters🇺🇸 United StatesWebsitemeta.com

Mentions

95 mentions · latest on 15 Sept 2026

The SynopsisPodcastDialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing Listen · 39:4015 Sept 2026
Jimmy's JournalBlogMeta Platforms ($META): AI Agents Are Here-14 Sept 2026
Stock Talk NewsletterBlogCorero preview, META Muse-13 Sept 2026
Musings from BluBird CapitalBlogThe AI Slowdown That Isn't: What Dario, Altman Aren't Telling You-13 Sept 2026
The Options OracleBlog☁️ Oracle's (ORCL) AI Business Exploded Higher. Friday's Rally Still Vanished.-12 Sept 2026
How They Make MoneyBlog☁️ Oracle: 850 Megawatts Later-11 Sept 2026
SemiAnalysisBlogWhat is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
The Options OracleBlog🎯 META Take Profit Alert: Locking In a 10.7% Gain-9 Sept 2026
UncoverAlphaBlogMeta just launched its most important product since WhatsApp and Instagram: the Muse AI agent-9 Sept 2026
Musings from BluBird CapitalBlogThe AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
Five Minute MoneyBlogHow to Increase Your Chances of Investing Success-4 Sept 2026
UncoverAlphaBlogMeta's AI Infrastructure: Mispriced, Misread, and Massive-30 Aug 2026
WorldStocks Investment ResearchBlogLa Última Vez que META Hizo ESTO se Multiplicó x8-28 Aug 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 24-28, 2026)-28 Aug 2026
Value Investing SubstackBlogTTD: Reminds me of META 2022-27 Aug 2026
The SynopsisPodcastDialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 34:2026 Aug 2026
Compound with RenéBlogQuick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Compound with RenéBlogOn The Power of Digital Relationships!-24 Aug 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Capitalist LettersBlogMETA Deep Dive: Opportunity or a Trap?-23 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
Value Investing SubstackBlogCount Your Dollar Yield-22 Aug 2026
Musings on MarketsBlogAI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions!-20 Aug 2026
Compound with RenéBlogHalf a Lost Decade Stocks-19 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Equities 123Blog5 Quality Contrarian Stock Picks, August 2026: From Meta to a Super App Trading at –40%-16 Aug 2026
Clean Your FinanceBlog📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026)-16 Aug 2026
Analyzing Good BusinessesBlog🏰 How Top Investors Find Winners-15 Aug 2026
Compound with RenéBlogDeep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Five Minute MoneyBlogMeta Update: Reckless Spending or Attractive Opportunity?-14 Aug 2026
The SynopsisPodcastDialogue. What Meta's Capex is Really for and Their 6 Call Options Listen · 9:21
+11Listen · 11:13Listen · 14:35Listen · 16:09Listen · 17:11Listen · 21:10Listen · 22:23Listen · 23:52Listen · 27:07Listen · 28:29Listen · 30:08Listen · 33:07
13 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Long-term InvestingBlogMeta Platforms (META)-11 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 32-10 Aug 2026
Capitalist LettersBlogIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 31-6 Aug 2026
The Black LineBlogBig Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Modern Value InvestingBlogDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
UncoverAlphaBlogAmazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD-3 Aug 2026
Yet Another Value BlogBlogEveryone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
The Pragmatic OptimistBlogAI Passed The First Test-2 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Sunrise CapitalBlogMeta: Compute Is the Heart of the Business-2 Aug 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-1 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
Speedwell MemosBlogMeta: 2Q26 Business Update-31 Jul 2026
How They Make MoneyBlog☁️ Amazon: The CapEx Equation-31 Jul 2026
Growth Curve InvestingBlogPORTFOLIO UPDATE +251%-31 Jul 2026
Value Investing SubstackBlogWhat Really Matters-31 Jul 2026
Value & Momentum PortfolioBlogMETA (META): Post-Earnings Update & Valuation (July 2026)-31 Jul 2026
FluentInQualityBlogHow To Evaluate Any Small-Cap Management Team In 5 Simple Steps-30 Jul 2026
Compounding Your WealthBlogMeta, Microsoft Earnings & Fortinet Q2 2026 Snapshot-30 Jul 2026
Growth Curve InvestingBlogBuying More META Before Earnings-29 Jul 2026
Stock Talk NewsletterBlogFree AI will benefit margins-29 Jul 2026
La Newsletter de MomentumBlogDonald Trump, me estas tocando los bonos demasiado, ya.-28 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings-27 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
CompoundersBlogGOOGL: Growth at 4 trillion-25 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
The Atomic InvestorBlogAtomic Radar — Issue #1 — May 2026-18 Jul 2026
UncoverAlphaBlogQ2 2026 Channel Checks & Alternative Data: Cloud, Ad Tech and Software-17 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Capitalist LettersBlogThe Mega-Cap Opportunity: Meta & Microsoft!-12 Jul 2026
Autumn CapitalBlogThink Bigger on META-11 Jul 2026
Capitalist LettersBlog🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026
Sunrise CapitalBlogMeta: Overbuilt Compute or AI Optionality?-7 Jul 2026
Capital AllocatorsPodcastMoat Investing Nuances – Pat Dorsey (EP.509) Listen · 57:446 Jul 2026
Gekko CapitalBlogActualización de carteras a cierre de Q2-2026-5 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
Yet Another Value PodcastPodcast$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest-28 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
UncoverAlphaBlogMost of the Economy Won't Run on the Best Model-4 Jun 2026
Sempiterno InvestmentsBlogNew seeds planted-31 May 2026
The Wolf of Harcourt StreetBlogPortfolio Review - May 2026-30 May 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Scalper's LoungeBlogCatching up on pitches, portfolio, process + prompt-25 May 2026
Mimetic InvestingBlogHow to make money when you are wrong-19 May 2026
Edward's PointBlogAdapt or die-11 May 2026
The Business BrewPodcastEvan Tindell-24 Apr 2026
Rowan StreetInvestor letterQ1 2026 Letter-18 Apr 2026 (Q1 2026)
Behind the Balance SheetPodcast#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Secret CompoundersBlogThis Is A Great Time To Buy Great Companies-29 Mar 2026
Investing by the BooksPodcast#81 Andrew Hollingworth on 1929-10 Mar 2026
Secret CompoundersBlogAmazon Sell-Off Is Silly-23 Feb 2026
Autumn CapitalBlogMeta, Carvana and Arbitraging Clarity-20 Feb 2026
Edward's PointBlog2025 recap-30 Dec 2025
The Atomic InvestorBlogThe AI Capex debate-9 Dec 2025
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025
Pernas ResearchInvestor letterWEEKLY-RESEARCH-HIGHLIGHTS_SAMPLE-15 May 2024
Exit Velocity InvestingBlogThoughts on Portfolio Concentration and Merits of the #NeverSell Approach-28 Jan 2024