the post-earnings bleed

on Mark Zuckerberg's mind since 2026-07-21

The history

1. 2026-08-03— #4 · 12% · new this week — Stratechery Calls It a Timing Problem
2. 2026-08-02— #3 · 14% · steady — Stock down 10% as the AI gamble devours the cash
3. 2026-08-01— #1 · 26% · rising — Meta Sheds 10% as Reality Labs Losses Blow Past $80 Billion
4. 2026-07-31— #1 · 28% · rising — Revenue Up 28%, Stock Down 10%, Cash Flow Down 91%
5. 2026-07-30— #1 · 27% · rising — Meta Drops 10% as Wall Street Balks at the AI Bill
6. 2026-07-26— #3 · 15% · new this week — $60 billion expected Wednesday, with the stock clawed back to flat
7. 2026-07-25— #3 · 14% · new this week — A $60 Billion Quarter Lands Wednesday
8. 2026-07-24— #3 · 16% · new this week — Meta Eyes $60B Q2 as Stock Claws Back From 20% Drop
9. 2026-07-23— #3 · 18% · new this week — Wall Street Wants the Magic Words on July 29
10. 2026-07-22— #2 · 20% · new this week — The July 29 Words Wall Street Is Waiting For
11. 2026-07-21— #3 · 14% · new this week — Wall Street Bets July 29 Sends Meta Soaring