Meet Kevin on $META (Oct 27, 2026)

Meta now has $96 billion in assets under management,

These are Meta shares. Meta also reached its peak when these deals were announced.

Look at what Meta is doing. If we look at Meta, we will see that here. Meta increases its equity funding plan to $97.5 billion.

This is the increase to $97.5 billion. We have more details about what they do. Here are the details. Meta announced a $25 billion share offering, part of a deal valued between $96 billion and $98 billion, according to rough estimates.

This deal was met with great interest, as the demand was five times the quantity offered, which means that the company offered a slight discount on the shares, and that the number of people who wanted to buy them was five times the available quantity.

This is a very positive indicator, or at least, the demand for capital was five times the amount available. This is a very positive indicator for Meta. But it is also evidence that some concerns about credit are exaggerated.

The company has already given up most of its gains from the rise in Mews stock, which I believe creates an investment opportunity in the stock. I think the situation is positive.

This means that, in the worst-case scenario, the company will fall to the 544 level, which is a very strong support level for MetaTrader. But let's take a look at this. They have absorbed this rise here, this $100 move, and this reflects the priced funding.

Now, the price has reached the 100-day and 200-day moving averages. As you know, the next stop, if you really need it, is right here at the 540 level, this big orange support line.

I don't think we'll get there, especially with this much overreported information.

Now, the price has reached the 100-day and 200-day moving averages. As you know, the next stop, if you really need it , is right here at the 540 level, this big orange support line.

I don't think we'll get there, especially with this much overreported information.

But let's ignore Meta's own performance for a moment. Just think about the impact on the market in general. The market in general is saying: Let's ignore these concerns. We will continue to acquire this company. We will continue to purchase data center debt.

The offering was priced at $625 per share, a discount of 2.7% to Friday's closing price, and was therefore five times oversubscribed. This indicates that the market has begun to form at its lowest levels.

But the sale also includes a $12.5 billion offering of convertible preferred shares.

Now, the terms of these preferred shares haven't been announced to Meta yet. So, we don't know the share price at conversion or the interest rate they're offering. But the point is, they are doing that too, and this offering seems to have been very well received.

So, despite the size of the losses happening in the market, it's actually paying off. You know, the market has absorbed some of the losses here in Meta, but the point is, the market is generally happy with this, and it seems we've now absorbed some of the peak of the losses.

We've passed some of it. Now we have a chance to recover.