$META · Meet Kevin · 2026-11-09

Meta plants sales team consulting partnership to win over big companies. Yeah, sure. Well, that's actually smart because this is a very cloudflare strategy.

Uh, workplace version of Facebook designed for internal.

Uh let's see. So that's un ideal. Uh this right here it says highest unemployment expectations since 2020. Okay, so this leans into Worsh being worried about labor and wanting to go slower.

Okay, then perceived probability of losing a job increased but still under 12 month trend. That's fine. Inflation expectations, labor market, job finding expectations. Demos. Let's go see where this was.

Education. Probability of finding a job in the next 3 months if you lost a job. Yeah, you could see that this trend kind of coming down. Let's look at it based on income. No, on all of them it's weakening.

Especially if you're older. The expectations for older well that's always been under everybody else though. This is a good good little average chart though. This is quite a useful data set.

Okay, let me throw that in. Let's throw an arrow on that. And then let's get inflation expectations from the market because that's also going to help us. See what's going on. This trend has really been going.

This is like your AI era. AI era has made people less confident in finding a replacement job. All right. Okay, that is this particular oops chart that let's go get some of the other data.

We always like data. All right, so let's go into the data here. Uh we have CDS credit fiveyear break even fiveyear. Let me start there. So the fiveyear break even because last week it plummeted when the market tanked.

So it should be going up again a little bit. Oh it's not. That's great. That's fantastic. That's really good. Okay, good. And so then let's look at fiveyear CDS or let's go to yeah Meta's credit default swaps stable peaked out.

No, I wouldn't say I wouldn't call it peaked out.

What a rejection on Meta. I've got a metal line right here at 6:44ish. Looks like that's basically where we just got rejected.

and then ended up buying Meta. I like both of those companies. I got a lot more Meta.

among the AI enablers we favor I just don't like Google Amazon Meta Microsoft SpaceX totally agree while Nvidia isn't a hyperscaler it plays a key role totally agree

Credit default swaps are not at their highs for companies like Oracle or Meta and Core.

Meta CDS's have come down a little bit as well.

They say they're overweight Amazon, Meta, Microsoft, SpaceX, and Nvidia. Me personally, I like every single one of those names.

Amazon, I own MA, Amazon, own Meta, own Microsoft, own Nvidia, own SpaceX. Big fan of all of these.

But Meta is also doing this. Meta is planning to spend more money on sales teams to basically get sales teams just like Palanteer forward deployed engineers to go in set people up and get them anchored into ARR.

That's where the big revenue growth is going to come from.