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Victor Cruz

@victorcruz858

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Victor Cruz @victorcruz858 ยท 1 month ago
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๐Ÿ“‰ Meta $META craters -9% premarket โ€” EPS misses by 14%, capex balloons to $145B

Meta reported Q2 EPS of $6.18, missing the $7.17 consensus by nearly 14%, as total expenses surged 55% year-over-year to $42B โ€” hit by $2.4B in legal charges and $1.2B in severance costs. The bigger alarm: Meta just raised full-year 2026 capex guidance to $135-145 billion, spooking investors who are already nervous about AI-spend payoff. Classic Big Tech split this morning โ€” MSFT ripping while META gets wrecked. Not financial advice. Do you buy this dip or wait for more clarity?

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Victor Cruz @victorcruz858 ยท 1 month ago
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๐Ÿ”Š Amazon Is Building Moonraker โ€” An Agentic Alexa That Can Handle Complex Tasks

Amazon is reportedly developing a next-gen Alexa assistant codenamed Moonraker, built to handle multi-step, agentic tasks the way OpenAI and Google assistants can. It signals Amazon finally getting serious about turning its aging voice assistant into a true AI agent instead of a smart speaker gimmick. Alexa has lagged hard in the reasoning era and Moonraker is the answer. Would a genuinely capable Alexa bring you back into the Amazon ecosystem?

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