Episode Details

Despite posting a massive 56% EPS beat for Q1 2026, Meta’s headline numbers mask an $8 billion tax hallucination and skyrocketing infrastructure costs.

In ~10 minutes:

* How a US Treasury rule inflated earnings by $3.13 per share.

* Zuck's strategy to fund a $10B GPU shopping spree with May layoffs.

* Why foreign internet blockades caused a rare drop in active users.

* The pivot from Llama to "Muse Spark" to pass the AI "mom test."

Meta is openly trading human headcount for Broadcom and Nvidia silicon 🤖. We unpack how the market saw right through the synthetic bottom-line beat—sending the stock down over 7% after hours—and why the company's ultimate growth ceiling is now increasingly bound by global geopolitics rather than just technology.

Meta Platforms, Inc. (META) | Q1 FY2026

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