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Know What You Are Investing
Taweewut Waicharoen
47 episodes
5 days ago
🎯 Know What You Are Investing Decode the world’s top companies. 🔍 What they do 🚀 How they grow 📊 Why it matters 📞 Earnings call deep dives 💡 Clear, insightful, and investor-focused For beginners & pros who want to build real conviction. 🔔 Subscribe for smart investing insights! #InvestingPodcast #MensHobby #KnowWhatYouInvest
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Investing
Business
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All content for Know What You Are Investing is the property of Taweewut Waicharoen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
🎯 Know What You Are Investing Decode the world’s top companies. 🔍 What they do 🚀 How they grow 📊 Why it matters 📞 Earnings call deep dives 💡 Clear, insightful, and investor-focused For beginners & pros who want to build real conviction. 🔔 Subscribe for smart investing insights! #InvestingPodcast #MensHobby #KnowWhatYouInvest
Show more...
Investing
Business
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Meta Q2 2025 Recap: Superintelligence, AI Ads & $72B Infrastructure Bet
Know What You Are Investing
21 minutes 45 seconds
3 months ago
Meta Q2 2025 Recap: Superintelligence, AI Ads & $72B Infrastructure Bet

Meta Q2 2025 Earnings Recap 🎧

In this episode of Know What You Are Investing, we decode Meta’s Q2 earnings — and their all-in vision to lead in AI and superintelligence.


🚀 What we cover:


  • $47.5B in Q2 revenue, 22% YoY growth

  • EPS: $7.14, above expectations

  • Meta AI surpasses 1B monthly active users

  • New Meta Superintelligence Labs and “Prometheus” cluster

  • $72B annual CapEx outlook: data centers, GPUs, compute scaling

  • AI ad performance: +5% conversions on Instagram, +3% on Facebook

  • WhatsApp and Threads ad rollout

  • Open-source strategy and self-improving models

  • Regulatory risks from EU’s LPA requirements

  • Q3–Q4 revenue outlook, margin impacts, and 2026 headcount expansion



🧠 From smart glasses to foundation models, Meta is aiming to embed AI across everything. But can they sustain margin pressure and navigate rising regulation?


🔍 What they do | 🚀 How they grow | 📊 Why it matters

🎧 Subscribe now on Spotify, YouTube, or your favorite platform.


#Meta #METAQ225 #EarningsRecap #AIInfrastructure #Superintelligence #Zuckerberg #MetaAI #TechInvesting #KnowWhatYouAreInvesting

Know What You Are Investing
🎯 Know What You Are Investing Decode the world’s top companies. 🔍 What they do 🚀 How they grow 📊 Why it matters 📞 Earnings call deep dives 💡 Clear, insightful, and investor-focused For beginners & pros who want to build real conviction. 🔔 Subscribe for smart investing insights! #InvestingPodcast #MensHobby #KnowWhatYouInvest