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20:14LONG
“Meta is cutting 10% of their workforce, which is 8,000 employees.”
@TBPN
Meta cuts 10% of staff to fund AI; structural efficiency signal supports a mega-cap margin re-rate.
METALONG@ $649.23
$565.15-12.95%
since call Apr 23
peak +3.8%
“compared to the other emerging markets, sure, we are better … if you look at the Brazilian stock market has been going up”
@TBPN
Capital fleeing China risk and US stagflation crowds into Brazil as the least bad EM, lifting its equities.
EWZLONG@ $39.52
$36.78-6.95%
since call Apr 23
TIMESTAMPS
20:14
121:47