IG

TomatoMasterRace

I mean I also made similar percentage gains on amd stock over a similar period. I just didnt have $3 million to invest at the start... Didnt invest at quite as optimal points, but still made just under 4x gains in around 2 years. IG doing that on only a $425 investment doesnt sound as exciting as doing it with $3 million

CattleOk7674

Coordinated and IG weekend Nasdaq dropped too though.

Me-Regarded

Weekend NASDAQ IG already green. Ber so fuk

chaCoin

Counter! No words needed. Just kidding. 😁 While the new Tesla Roadster is a real product that wealthy individuals will likely be able to buy in the not-too-distant future, its primary function is advertising. It’s a halo car meant to generate awareness and a strong positive emotion that results in desire for the brand (all things Tesla not just the Roadster). Most auto brands fail with their halo car advertising efforts \[HCAE\] because their halo cars don’t capture attention and make audiences feel a strong positive emotion. In order for halo cars to succeed (i.e. create desire for brands), they need to do both. Looking at just the IG & YouYube video performance numbers alone, a little over 24 hours after the initial Roadster reveal, I’d say that Tesla’s initial HCAE is a WILD SUCCESS. To determine the long term success of Tesla’s HCAE we’ll need answers to the following questions: 1.) How durable is this effort? Will kids and teens have Tesla Roadsters as their lock screen images on their devices 12 months from now? 2.) Will Tesla see their Model Y and 3 sales numbers progressively increase? 3.) Will Tesla make significant moves up the following lists: Interbrand - Best Global Brands; MBLM - Brand Intimacy Study Fortune / Korn Ferry - World’s Most Admired Companies? Side Note: I believe that the Cyber Truck was meant to be an attainable halo car. It succeeded in earning attention but failed in creating a powerful positive emotion in audiences and thus failed its advertising objectives.

Delicious-Muscle4966

Where does it say they didn’t provide important metrics? They provided the required information for rating like every other issuer does. Also pension funds can invest in leveraged loans, IG rating is nominal in expanded investor universe in that context, mostly a cost of capital item at that point and loan security point.

GuwopGOAT

Did Leopold follow Ken Griffins side piece on IG or something? This is beyond personal

Syllabub_Visual

Looked at the new presssec’s IG and she posted some workout and beach photos and she doesn’t even look that bad for 40+ (and she’s 16 years older than me), but she’s still a total freak. Wonder if it’s the result of plastic surgery.

FinePerformance1046

I think you got mixed up with wanting to be and wanting to bang hot IG models

Syllabub_Visual

I’m gonna guess that 99% of alpha males which they were female and by extension hot IG models. ON THE OTHER HAND, can’t imagine any hot chick wishes she were a male. See the disparity? And trust me, your president, Bezos, and every other guy like that surely wishes they were a hot chick.

LacksConviction

Others in this thread are being bunk. If it has an IG rating and a good yield, someone will buy. I don't think there's unlimited demand for their debt. Buyers might say the rating is generous and underweight exposure, but many will take on exposure if it has an IG rating and a comparable yield. Insurance funds are a capital allocation exercise with massive diversification across markets and inside asset classes. Each CIO of these funds will figure out what their exposure tolerance is and act accordingly.

CommercialDuck7496

This math mixes up different lines of the income statement. The \~5% you’re citing is Coreweaves adjusted operating margin (GAAP was slightly negative), and that’s after roughly $1.4B a quarter of depreciation on the gpu fleet. A margin on revenue and a coupon on principal aren’t comparable numbers whatsoever. Debt gets serviced out of cash flow: Q2 adjusted EBITDA was $1.5B (59% margin) against $640M of interest, roughly 2.4x coverage, with revenue up 112% YoY. Depreciation is a real cost, since the chips have to be paid off and eventually replaced. But that’s exactly what the amortizing chip backed loans and multi year contracts are built around. The 5% is also a mid ramp number. New capacity runs at a loss for its first few months, and with the fleet roughly doubling every year, a big chunk of it is always in that window. Management guides to low-teens operating margin by Q4. You also have the nvidia and ram argument mostly backwards. Coreweave doesn’t build capacity on spec. It signs multiyear take or pay contracts first, and the initial contract is meant to repay the debt on that cluster. If Nvidia and memory margins compress, the contracted cash flows don’t change and future capex just gets cheaper. It does bite residual value, since when contracts roll, older GPUs reprice against cheaper new hardware, which is a real risk, but so far pricing power is going the other direction. CoreWeave pushed through a \~25% price increase across its SKUs in July, partly passing through higher component costs, and the CFO said contracts signed in Q2 carry contribution margins 5–10 points higher than recent cohorts, before that increase. Older gen pricing is holding too. The H100 one year contract index rose \~38% from Oct 2025 to Mar 2026, and CoreWeave just signed an A100 contract running into 2029. That’s not what a company stuck with overpriced hardware looks like, and even if nvidia margins crash, and the collateral gets less valuable they would be fine, the majority of their revenue is already locked in years in advance Tapping insurers isn’t a desperate move either. Insurers mostly buy investment grade paper because the capital charges on junk are punitive, and Coreweave gets IG ratings by backing loans with customer contracts, not just the scrap value of chips. The $8.5B Meta-backed facility is rated A3. Replacing \~9–10% coupon junk (now trading around 15%) with IG secured debt lowers their blended cost of capital. The catch, and a big part of why the unsecured bonds and CDS are blowing out, is subordination. Every asset pledged to secured lenders pushes unsecured holders further back in line. Hot CPI and the broader AI selloff aren’t helping either. But it isn't fair to just look at the unsecured bonds all the sudden moving to 15% an assume they are fucked. The part you completely miss or ignore is the demand side is about as strong as it gets. Anthropic’s run rate went from \~$5B in Aug 2025 to $65B by the end of July 2026. OpenAI reported \~$50B annualized in September, with 77% run-rate growth in Q3. CoreWeave has a $104B backlog plus another $25B+ signed in early Q3, and says its 2027 capacity is nearly sold out. Rental prices on even older GPUs have been going up, not down. None of that makes CoreWeave completely safe. It’s carrying \~$52B of debt and leases, spending far more on capex than it generates in cash, depends heavily on a handful of customers, and needs credit markets open to keep funding the buildout. The bond market is right to charge for that. But “paid an 80% markup with 9% debt for 5% margins” isn’t the analysis. This is a leveraged bet that contracted demand outruns the financing clock, and given the backlog and where AI demand is heading, it’s not obviously a bad one.

Sufficient_Habit5091

You really think no one is going to buy this if it gets IG and has a good yield?

Sufficient_Habit5091

I'm saying insurance companies will buy it at the right yield and especially if they pay rating agencies to slap IG on it.

Sufficient_Habit5091

Not sure why you have to be an asshole. Are you saying insurance companies won't buy it even if rating agencies slap IG on them lmao.

Sufficient_Habit5091

Even if they pay the rating agencies to slap IG on them? I bet there are executives out there willing to at the right yield.

ykoreaa

I never go to IG for stock advices. Retail investors, the best ones, usually are the type to deep dive into research themselves but I see you did that and also read up on history, economics and the law. Super impressive!! 😄👍

HungryColquhoun

Unfortunately the block unblock double tapped, and now I can't block you again for another 24 hours. Sigh... I mean it's all visible in my post history, here's my starting position from 2024 (I bought more immediately after this): [https://www.reddit.com/r/Teddy/comments/1btyz4a/finally\_bought\_gme/](https://www.reddit.com/r/Teddy/comments/1btyz4a/finally_bought_gme/) Here's my position late 2024 (obviously my current position is about 2000 more than that, and since it's been a couple of years and the price went down that's very feasible): [https://www.reddit.com/r/Superstonk/comments/1gp3qqi/comment/lwnd83i/](https://www.reddit.com/r/Superstonk/comments/1gp3qqi/comment/lwnd83i/) Here's a picture from a few days' ago (a position that's full port into GME - it's the easiest way with IG to screenshot a percentage): [https://www.reddit.com/r/Superstonk/comments/1x57b5j/comment/pgmuech/](https://www.reddit.com/r/Superstonk/comments/1x57b5j/comment/pgmuech/) So there's plenty of receipts there all in the consistent style of one broker (IG in the UK). But yes, "I'm lying". Have fun with whatever shit you're investing in.

No_Entertainment5968

Si l'API d'IBKR est exclue, trouver un courtier qui offre à la fois une large disponibilité internationale et une API REST/WebSocket solide et adaptée aux développeurs pour l'intégration d'options peut s'avérer délicat. Vous pourriez jeter un œil à IG : ils disposent d'une présence internationale très étendue dans de nombreux pays où Schwab n'est pas accessible, et leur API est plutôt bien documentée pour les intégrations tierces. Une autre option axée sur les développeurs à envisager est Alpaca, bien que l'ouverture de comptes à l'international dépende des pays concernés. Enfin, AvaTrade (en particulier via leur plateforme AvaOptions) vaut également le détour. Ils bénéficient d'une solide régulation multi-juridictionnelle et couvrent de nombreux marchés internationaux. Cependant, gardez à l'esprit qu'une grande partie de leur infrastructure d'API repose sur MetaTrader (MT4/MT5) ; il faudra donc vérifier si leurs points d'accès API pour les options correspondent aux besoins d'intégration d'Optionsmith.

belovedkid

That diversification works until the cycle ends and bonds become diversifiers again. 5% essentially guaranteed from the government over the next 5 years is pretty damn solid. Idk when the cycle turns, but the credit cycle can’t continue at this pace for that long if we don’t start seeing incredible ROI on the borrowing and circular financing. A lot of IG corp debt is tied up in this same scheme and will not trade like IG if it does not work out according to plan. All it takes is somebody in the hyperscalers to adjust their CAPEX downward and the dominos start to fall.

JohanLiebert92

yeah it's quiet bad it's like 8th on the list...even Pinterest has more active monthly users. IG, Snap, Reddit, etc all shit on it lmao

canyonero7

RE: Meta and ads, same for me too. I almost never use Facebook and don't use Instagram much. But their targeting plus how easy it is to buy directly through the IG app means they're the only social media that's ever sold me anything. Zuck may be a psycho and have no respect for our privacy, but the dude makes beautifully running software.

zxc123zxc123

Why would who isn't a boomer go to Vegas? Gambling? You have to drive/fly out there to get 0/00/000 stacked against you in roulette? Drinking? Increasingly rare to get it comped, you'd lose all your money before the waitress gets over, you'll have to tip, etc. It's cheaper to drink at home or your local bar. Sports? Like wtf is the Vegas Golden kings? There is no NBA team. Go all the way out to vegas just to watch the LV raiders in an indoor stadium? Does anyone not in LV know the baseball/soccer team??!?! I sure don't. Retired acts? Again for boomers. No one HAS to go to Vegas for Hotels? Increasingly soulless compared to the days of old (luxor/excaliber/circus/venician/NYNY/etc), increasing runned down, and increasingly expensive. Hookers? Technically, prostitution is legal in Nevada but it's actually illegal in Las Vegas. Also probably extreme over priced. Plus there's OF, pornhub, tinder, and IG. Drugs? You can get those anywhere. Often cheaper.

Consistent_Hurry_346

you are here because you are not hot enough to post on IG

True_Brief7876

Incredible that I expend more time in this chat than IG any other social media smh

Itsallaboutmargin

IG you are not alone :/

jdjdthrow

Don't think it's complicated. They'll have walled garden around IG and FB and allow consumers to use Muse exclusively.

dkb199

Have you even used any of these tools? OpenAi literally has integration with so many tools and platforms natively including Google workspace and there's a thing called mcp which means if you're technical enough, anything with api can connect. Your meta points also doesn't make sense. Muse is free right now to get users, but eventually for anything serious you'll have to pay or use a nerfed model. But keep in mind, with meat your data will be part of the cost. Also what advantage do you think being connected with IG and Facebook actually provide, especially for corporate that actually pays for these tools. People will always argue but atm Claude and Chatgpt are close enough that saying Antropic will come ahead is just a fact less assumption. Your points about Sam Altman being hated also makes no sense. Most tech CEO are hates. Zuck and Elon are far more hated. And Grok isn't even a serious competitor. Having rockets does nothing and yes they have billions, but so do all the other companies. They're not all the cash rich and they will focus their expenses on rockets and stralink, industries that are making money right now. xAI was merged into SpaceX by Elon for creative acclunting purposes. Will they survive though? Idk. They might, or they might die for a variety of other reasons though I highly doubt it would be your reasons. Don't forget Microsoft has a significant investment in them. If they will they could potentially just be bought out or merged in with a legacy tech giant.

tradingcapy

Three months. That's how long it took SpaceX bonds to go from IG darling to pricing like junk. CDS went from \~110 in June to \~195 on Oct 7, yields are above 7.5%, and this deal doubles the debt. The leverage is the story, not the chip loop.

JustAFixedPoint

My IG algo is full of news of AI Adobe clones....time for puts?

iBoughtYourCar

It bugs me when people tag their friends on IG posts, mf just send it in DM

Amaeyth

Well, your thesis is based on normies that dont pay for licenses, but you may be saved by the negative sentiment of the market. IMO the moment these puts are breakeven or slightly in profit you should sell because this won't hold up. Adobe isn't going anywhere. Its taught in schools, it has enterprise integration, massive customer base, very high profit, and an influx of cash that could be used for stock buyback. Every video you've watched on YT - Adobe. Every marketing email - Adobe. Ads on FB/IG/YT/GOOGLE - Adobe.

Nepalus

>My guess is it won't pop until the money behind it changes. Right now it's mostly paid for out of Big Tech's cash flow, and that's hard to break. Once it shifts to debt, that's when I'd get nervous. I guess someone hasn't been paying attention. You're right that nobody's panic-selling, and the career-risk thing is real. But your sell signal already fired. The shift to debt happened over the last 18 months, and NVDA hit a record on October 2 anyway, nearly 25% off its late July lows. The numbers: * Hyperscaler bond issuance went from about $17B in 2024 to $108B in 2025 to $194B so far in 2026. UBS has full-year 2026 at $270-290B, and Goldman has 2027 around $420B. * FactSet has new debt going from 9% of hyperscaler capex in FY2024 to 32% by mid-2026. * Amazon's trailing FCF fell to $1.2B in Q1 from about $26B a year earlier. Oracle's capex hit 174% of operating cash flow in FY26, its FCF is negative, and S&P cut it to BBB-, one notch above junk. Even Microsoft spent $37.5B on capex against $35.8B of operating cash flow in its fiscal Q2. Epoch AI's trend has aggregate capex passing operating cash flow around Q3 2026, the quarter that just ended. * Nvidia itself sold $25B of bonds, its first in five years. That's before off-balance-sheet stuff like Meta's Hyperion SPV. The bond market noticed even if equities didn't. Cover ratios on hyperscaler deals fell from about 5x in February to about 2x in July. 78 of 91 hyperscaler bonds issued this year were trading at higher yields than at issue by late July. AI issuer spreads sat around 115bp in September vs about 78bp for IG overall. The only thing that is going to make a sell-off start: 1. Hyperscalers start cutting CAPEX guidance significantly. 2. Oracle loses its investment grade. It has one notch left, and IG-only mandates would become forced sellers. Would arguably be the most direct refutation that the AI trade ends in sunshine and rainbows for everyone. Oracle is a big name even if it isn't a leader anymore. If they go under to junk status I think a lot of things in this space get re-valued. 3. A big hyperscaler bond deal getting pulled or pricing way wide. Since none of these has happened, no pop yet.

This-Is-Spacta

I need her IG

Syllabub_Visual

In terms of liking that guy, definitely not, but I can at least live with a lot of MAGA because look I’m heavily focused on getting rich(er) and increasing my social clout and the other side hates that. HOWEVER, all the alpha males love MAGA (even though they’re probably just insecure and are really doing real damage to their lives with this) and all the IG models and hot blondes love it as well so I can at least cosplay it (and economically and in terms of government skepticism I’m PROBABLY with them, I just hate the leader and the social and cultural agenda). THE thing that I will never forgive them for is putting that stupid ugly dumbass presssec in place because of all the mental damage it has done to me. But then the other side has college kids in blue hair and some really bizarre people as well, so I guess both sides have their issues.

deep6ix725

Nike has no generational athletes signed. Jordan and Tiger are gone. Nike is getting beat over the head by IG and TikTok ads featuring better sporting gear for a fraction of the price. Until one of those 2 changes this will go lower.

Syllabub_Visual

CA governor debate just happened and here’s my investment thesis: Predictions markets are overestimating the GOP’s senate chances. Mark my word, but NE and IA and KS are gonna flip (maybe they’re intentionally overestimating because now they’re cozy with mango and will just let him make big returns betting on dems chances). CONVERSELY, I sincerely think that the gop will win the CA governor race, why because there’s hot greek life people in their 20s in socal and most of them came of age during Covid and went anti woke and those types of voters didn’t exist in 2018 and being hot typically used to mean you lean left but now it means you lean right and I think that they’re gonna vote for Steve Hilton in droves. Why did I say the other states will go blue? Because they DON’T have hot people (and all the IG models are MAGA anyways, EXCEPT for the fact that MAGA put in place the now former presssec who is an incredibly ugly and deranged individual with zero moral compass). Nevertheless I feel im right and my returns from this will be MASSIVE. Except for the edge case I gave, I feel that how hot you are strongly correlates with which party you support and if im right (which I probably am) im gonna make A LOT of money… I would SERIOUSLY consider moving back to the state if it happens (and I’m socially lefty while economically probably even more right than MAGA).

Utilize3372

"The Inspector General’s Report just came out on Jerome “Too Late” Powell’s “renovation” of the Federal Reserve Headquarters in Washington, D.C. The IG’s Report states that there were “deficiencies in the management of the renovation project.” The Building is over budget, at a Record Setting rate and, at a minimum, “Too Late” Powell should be forced to resign from the Board. He can’t manage a Building, and he certainly shouldn’t be allowed to manage his High Interest Rate Policy (only on “🍊!”). I have asked Attorney General Todd Blanche to study the report, and make a determination as to what to do about a relatively small Building Complex that is Hundreds of Millions of Dollars over budget, and is now going to cost, according to the Report, at least 2.5 Billion Dollars, with no end in sight. The Report states, “We were concerned to find that the Board did not obtain a project cost estimate from the \[construction manager\] until January 2026, which was 3.5 years after construction began and after the Board had awarded more than $2 billion in construction costs. As of July 2026, more than 4 years after construction began and $2 billion has been awarded for construction, the Board had yet to set a \[guaranteed maximum price\]” — An absolutely unheard of situation! — “The Board therefore still does not have cost certainty and has not transferred material risk to the \[construction manager\]." In actuality, I think that the 2.5 Billion Dollars will be 3.5 Billion Dollars, and maybe 4 Billion Dollars by the time they’re finished, and may never get properly built. Soundproofing, and all other elements of the Building, will be inferior to what was previously there. In particular, the magnificent beauty, sculptured ceilings and walls, and so many other things which made the Federal Reserve Building stand apart, will never be captured again, and are only being replaced by flat, boring, less than midlevel finishes. I could have done a far better Renovation for 25 Million Dollars, completely maintaining the MAGNIFICENCE of the structure, and had money left over. They completely destroyed the Beauty and Glorious History of the Building. This is Jerome Powell’s fault, and he should be forced to resign, IMMEDIATELY! If he doesn’t resign, he should be sued, at the highest level, by the United States Government, for either corruption or incompetence, both of which are completely unacceptable…And no, I do not want this Building named after President 🍊, ME! Thank you for your attention to this matter"

DMediaPro

Sorry to double reply but I did think of one pretty helpful muse use case for me that other products can’t do well yet: it can search ig content which is great for food/trip research. However I like ChatGPT’s web search more as it’s more thorough. So I setup a workflow where I logged into ChatGPT on Muse and have it research IG itself and operate ChatGPT for web research then combine the results for me.

CyclicBus471335

Yes check my IG suckers

LtUnsolicitedAdvice

> Threads has over 500 million mau and chart isn’t slowing down, arguably speeding up. I really don't believe this. I know of no one who posts or even scrolls thread feeds. > triggers a user being counted as "active" is simply logging in and opening the app or website Ok this is bullshit metric. They have a bunch of dark patterns in Instagram to share/comment IG content on Threads. That's where that crazy MAU is coming from.

GenesGeniesJeans

IG credit spread .83, HY credit spread 3.02… RSP/SPY at a bottom, Nasdaq AD ratio at 0.66… USD/JPY falling… ignore all that, PCE is only 3.3

Syllabub_Visual

Predictions markets are overestimating the GOP’s senate chances. Mark my word, but NE and IA and KS are gonna flip (maybe they’re intentionally overestimating because now they’re cozy with mango and will just let him make big returns betting on dems chances). CONVERSELY, I sincerely think that the gop will win the CA governor race, why because there’s hot people in socal and most of them came of age during Covid and went anti woke and couldn’t vote in 2018 but being hot typically means you lean right and I think that they’re gonna vote for Steve Hilton in droves. Why did I say the other states will go blue? Because they DON’T have hot people (and all the IG models are MAGA anyways, EXCEPT for the fact that MAGA put in place the now former presssec who is an incredibly ugly and deranged individual with zero moral compass). Nevertheless I feel im right and my returns from this will be MASSIVE. Except for the edge case I gave, I feel that how hot you are strongly correlates with which party you support and if im right (which I probably am) im gonna make A LOT of money…

kirlandwater

Not if they need the income immediately. They do need growth, but not at the expense of actively drawing down or giving up income producing holdings. I don’t want to suggest yield chasing, but they definitely want to be looking into something more aggressive of a fixed income product than HYSA/CD’s. Some junk bonds, IG corporates, buy-write funds, etc. And a bit in a broad market index fund to try to outpace the drawdowns as long as possible.

confused_teabagger

idk, AI slop bubble has been cooked to be marketed as IG investments which means pensions, 401k's, and insurance. I think the only "luck" they might have is a limited bailout by the government.

Syllabub_Visual

If I was 80 years old and my entire life was lived in gold plated luxury and half the country thought I was some kind of god I probably wouldn’t even mind going to jail. You’d go to camp fed anyways which is like the four seasons and you’d meet a bunch of other rich buddies and when you get out you can go disappear to Colombia and be around a bunch of hot Latinas. Not to mention he cared more about installing his former stupid dumbass demented ugly presssec who just gives everyone nightmares when there are THOUSANDS of hot IG models who would happily do the job and aren’t nasty either.

CheersToCosmopolitan

Not giving Zuck any more of my data than I have to. Even the joy of putting up pics of my kid on my private IG account is met with trepidation these days.

LasyKuuga

I dont simply want to be rich. I want to be invite a IG thot to my private island and give her e a Dubai Choco rich

LasyKuuga

Isnt banging IG chicks what you do once youve made it?

unhappyreach_

The people who use facebook and IG have no use case for advanced AI agents

TomRiddle87

Selling options feels good ( because of 95% win rate) but over long run has negative EV. (Compare your results to spy/qqq/TQQQ). I am consistently over 30% annual gains for many years- mostly buying options( and spreads) and swing trading. @optionsriddler on IG and robinhoodsocial

Educational_Jello239

The crown macro guy on IG had ost about nike received money from gov as aid and they reported it as gained, so In theory nike didn't even make it flat but underperformed

Itsallaboutmargin

IG I’m not that easy to keep away ;)

Live-Function-3024

IG is still relevant but tiktok and reddit get most of my screen time now

visionarymind

It’s not just FB tho There’s WhatsApp & IG & to a much lesser extent Reels Idk what point you’re trying to make rn

Kontrav3rsi

Yo, not gonna lie, I follow a thrist trap that’s got down syndrome on IG. 🤩

1098duc_w_the_termi

Lmao fr, meta has literally your most intimate moments in the form of stories and IG posts. Idk why people do that, but they do

TonyzTone

Trina Nicole most certainly looks like that still. [Here’s her IG.](https://www.instagram.com/itstrinanicole?stkn=MXg0Z2JpbjFhNWNwaw==)

kwijibokwijibo

Wouldn't these three keep their respective moats against open source models? MSFT has access to the MS office suite. Muse has access to FB, IG, WhatsApp. Google has access to Google maps, YouTube, Gmail, etc. The open source / open weight part doesn't magically open up access to these closed source products, which is where their real moat lies?

Final_boss_1040

Meta can't even figure out the linking structure for their own reels. Everytime I have a friend share an IG/FB real to our group chat it'll open the app but won't play the video in question. Why the hell would I trust them with my financial info?

IvoryTowerResident

if you already use Meta, IG, Whatsup, Thread they have your info

123789dftr

​You started by claiming Muse’s reach would be dead outside FB and IG because Amazon blocked Muse and Ebay would follow their lead. When told Shopify is integrating shop pay directly, you dismissed it by asking if anyone even buys from Shopify, which exposed that you didn't even understand how vast the merchant network behind it actually is. Now that the volume of those transactions has been established, you pivot back to comparing Shopify to Amazon. If Ebay blocking is a big deal to you, isn't shop pay integrating directly a bigger deal? ​Amazon blocking third party agents is standard defense for their walled garden and their ad business. It doesn't diminish the fact that securing native checkout across the entire Shopify merchant ecosystem is a big deal and completely goes against the narrative you tried to set in your original comment.

nutslikeafox

I think it's integrated into shopify tho. So if it pulls stuff from shopify, market place, FB and IG This has crazy potential

These_Canary_1413

Meta laid the first ever [petabyte-class ](https://about.fb.com/news/2026/09/announcing-petal-meta-petabit-transoceanic-cable/)undersea cable to France. Muse was an ok launch, but kind of a red herring. It's nothing special and designed to compete with Grok Bot, but they leveraged IG's existing users as a distribution platform. Just got a banner at the top of my feed to try it out. Muse is already being blocked by Amazon, so utility already being limited. More of a bull signal on Zuck and Alexander Wang making strides in model training, so if you're bullish on Meta closing the gap to at least Opus quality with Spark that might be a thesis worth pursuing. Though, Grok 4.7 dropped recently with \~Opus 4.5 quality and no one cared, so that's the bearish take, the gap might just be too large. The undersea cable is more interesting. Petal is the first cable of its kind, and with compute needs growing, Meta positioning itself with a major infrastructure buildout is amazing if the US continues gapping Europe in AI. We'll need that capacity to serve them SOTA models and decrease latency between the two continents. Long Meta, cautious buy for now if you want exposure ahead of Anthropic / OAI IPO. Though NVIDIA, GOOG, AMZN also valid since all the labs rely on insane amounts of compute.

RainieDay

If you ever signed up for FB, Whatsapp, IG, Threads, they already have all of your data 🤷‍♂️. People are willing to fork over their email for free anything... free samples, free food, free swag. The average consumer doesn't give a damn.

JustAFixedPoint

I regularly buy things from IG ads and so does pretty much everyone I know.

three-sense

IG is soft porn too. I see nsfw nudity (it gets taken down but only after several days) quite often

hsuan23

The Reddit comments section on META threads weeks ago were almost completely if not completely bearish on how Zuck burns cash and how they don’t use FB anymore yet they probably are active on IG. Meta has the luxury of 3.6billion daily active users and 28% YoY revenue growth to fund capex

interwebzdotnet

Sure Muse might look pretty solid to some, as it has a true background agent running to handle email, travel bookings, and scheduling is a cool piece of tech. But calling Meta an "AI monetization success" right now completely misreads the actual financials They currently sit on a ~$140B CapEx budget and that sure as hell isn't being at all impacted by a bunch of $20/month AI subscriptions. It's being bankrolled entirely by their advertising business. Direct AI monetization is still a tiny rounding error compared to that ~$140B on hardware and infrastructure. Convincing people who use IG (and other apps banned from mentioning here) for free to suddenly hand over a monthly software subscription is a massive behavioral hurdle, especially coming from a company with a track record of sinking tens of billions into money pits like the Metaverse and their failed Diem crypto project. On the surface, handing AI into 3.6 billion active users (as a loss leader) gives them huge distribution, sure, but let's be real...until those standalone AI tools actually pay for their own compute, Meta is just throwing mountains of ad cash at a defensive hedge so they don't get left behind.

Sad-Cheesecake-2438

That’s the thing it’s not trying to be Claude or ChatGPT. They are trying to do there own thing with this whole ai agent concept. Something with mass appeal rather than technical proficiency. It’s too soon to say if it will flop or not. Having all the FB and IG data plus WhatsApp data to train it worth can’t hurt.

lolgoodone34

IG my man. Every time I go out to bars, dude trying to exchange IGs with women. Plenty active users on there still

Soffatjockis

Lots of post on IG about this girl who won some race in a Nike suit this weekend or w/e. Calls

oh_no_the_claw

Brand new 2020? Bringing her on IG reel and calling her a lying sack of shit. This has gotta be AI, right?

Ill-Mousse-3817

"Mmm, this is solid, IG counterparties" -> ORCL, lol

Danayi007

The simultaneous 5% caps matter more than any single manager’s letter. When wealth-channel vehicles hit the gate together, it’s sentiment + structure, not necessarily a sudden wave of loan defaults. The part that still confuses people: there \*is\* a daily-liquidity private-credit-adjacent ETF now (State Street/Apollo PRIV). Assets there are a rounding error next to gated BDCs that print double-digit distributions. That’s not irrational — you don’t get BCRED-like income on a book that has to be sellable at 4pm. PRIV’s private sleeve is a minority inside a mostly public IG bond fund; the liquid wrapper democratized \*access to a slice\*, not private-credit returns. Simple test before buying either: ask what the product surrendered for the wrapper. Liquidity → expect gates. Yield → expect mostly public credit plus a minority private sleeve. Walked through PRIV vs the gated vehicles with the actual yield gap: [https://wallstreetlogic.com/alternative-investments/private-credit-got-its-etf-the-money-went-somewhere-else/](https://wallstreetlogic.com/alternative-investments/private-credit-got-its-etf-the-money-went-somewhere-else/) — Mehran / Wall Street Logic. Editorial commentary, not a fund solicitation.

AllCapNoBrake

Bro, time to start an IG and pimp your trading platform. You won't even have to risk trading/losing money anymore...just convince other people they can trade and not lose money anymore.

Mysterious_Sock_7085

The problem with LULU is their prices and the lack of marketing among the performative chicks on IG, if they can lower their prices a bit and let the chicks market them again, we are talking

Jussttjustin

This post is very much giving Britney Spears IG iykyk Which is to say I think our president needs to be in a conservatorship

Dry_Kangaroo_1234

IG weekend market has Nasdaq down over 300 points right now

whatsgoingonhonestly

Just watched about 300 semi trucks in Yemen on IG :kekh: :kek:

prest0change0

They literally already tried this, just not with Sweeney. I saw it on IG. They had a bunch of girls in some reels talking about making it a "Bong Girl Summer" and trying to create momentum

SurpiseCurrencyDebas

goals to be like the NYC cabbie who rented yacht and wore fake gold to bang IG models

satoriinvestor

Amazon through Oracle putting up about $200B of IG debt in half a year is a different risk stack than the equity story alone. If tech is already \~20% of new IG issuance, the bond side starts to rhyme with the stock concentration.

Itsallaboutmargin

IG so 😂 Good luck with your oracle call!

AdBitter6080

The diversification concern is real but slightly misplaced. The bigger issue is duration and credit migration risk concentrated in one sector at peak valuations. These companies are issuing 10-30 year paper at spreads near tights while simultaneously guiding for massive AI capex (Google €13B in Finland, Meta B+, Microsoft B+). If that capex doesn't generate returns within 3-5 years, you get spread widening at exactly the wrong time — when you'd also be selling equities to rebalance. Credit markets are effectively funding the AI infrastructure buildout. The equity holder gets the upside if AI pays off; the bondholder gets the downside if it doesn't, plus rate risk on 30-year duration. Practical takeaway: if you're long big-tech equity *and* hold IG credit, you're double-exposed to the same AI capex outcome. Either hedge with shorter-duration credit, or accept the correlation and size the bond allocation knowing it won't diversify a tech drawdown.

BigSweatyYeti

The word “every” doing some seriously heavy lifting in this bullshit scenario. “For the past 5 years, every IG model, OF creator, and lifestyle influencer thought they had unlocked infinite money glitch cheat codes.” The real number of OF girls making the big bucks is wildly small and not even a blip in the larger housing market, no matter how big a house they buy and how many of them default.

cupofchupachups

>  you have no clue how much AI footage you're already consuming without you knowing about it Jokes on you, I've given up on videos on the internet entirely. No TikTok or IG, limited YouTube. Just not worth it anymore. 

Soffatjockis

Investors saw the comments on this IG post roasting his lizard ass Do lizards even have asses?

Soffatjockis

I like how Zuck is getting roasted on his latest IG post. Lmao Imagine owning a social media, and everyone shits on you

designbydesign

That's ok. Can they get the IG rating AFTER they do it?

lolgoodone34

Cause bro every chick is on IG endlessly swiping and posting stories. All you gotta do is throw an ad on there and it’s free money. Rinse and repeat

FrankLucasV2

Rising ARR isn’t enough to justify IG credit status. Persistently negative free cash flow, possibly negative EBITDA and an IG credit rating? If granted, that’s questionable to say the least. Bare in mind, we’re talking about credit here and not some bull market equity story.

Late_Impression_7168

I saw a kid from back in high school posting a trading story on IG! But then I zoomed in and it was btc lol

TonightCurrent6959

I follow news/informative page on IG too. I also don’t always come Reddit to get educated *coughnsfwsubcough*

Greater_daredevil

Ion probably some scheme to expand into sports IG, amazon is trying to be in every aspect of life atp

sport912x

Yes , they removed ALL VIDEOS from the Sosnoff era 2010-2026\_Feb. The show is turning into MSNBC still a bit better but not for long. IG bought the company and owns the vids.

JohanLiebert92

my feed on IG is all full of ass and feet, love it

Enlighten_YourMind

Wait…the weekend Tech 100 on IG is up like .3% currently. Is there a different weekend NASDAQ that you regards check instead?

mechaniAK4774

Yup. I’m down 48% and they liked my post on IG calling them out for a shit financial report.

heyitsmemaya

Wild. Alo Yoga is basically all you see on IG girlies.

sa-sa-sa-soma

I made a dumb comment on an IG reel and got 220K+ likes. How do I turn that into money?