At 9:41 on a Thursday morning, three quantum computing stocks that almost
nobody was watching started moving all at once.



<[link removed]>



Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>



At 9:41 on a Thursday morning, three quantum computing stocks that almost
nobody was watching started moving all at once.

One jumped 33%. Another climbed 30%. A third surged 31%.

Same headline. Same hour. Three different tickers.

Most people trading that morning were watching Nvidia.

They never even saw this sector
<[link removed]>
move.

That's the problem with a market this fast.

The move you need to see rarely happens where you're already looking.

Tim Sykes has spent over 25 years building a process for catching setups like
this
<[link removed]>
before the headline breaks wide.

He's the same trader who turned $12,415 into $1.65 million during college,
and he's since mentored more than 50 students past the million dollar mark.

See Tim’s process here.
<[link removed]>



Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>

 


Today's Market Update For You
Meta Reports Q2 2026 With Revenue Consensus at $60.2 Billion and Capex Already
Raised Twice This Year — Operating Margin Expected to Compress From43% to 33.8%
Even as the Ad Engine Grows27%
Meta Platforms entered its Q2 2026 earnings release — scheduled after market
close July 29 — with Wall Street consensus at$60.2 billion in revenue, at the
top end of the company's own$58–61 billion guidance range, representing
approximately27% year-over-year growth. The advertising business that drives
that revenue has shown no meaningful signs of deceleration: Q1 2026 ad
impressions rose19% year over year, ad pricing grew 12%, and Q1 EPS came in at a
57% beat against consensus — powered by AI-enhanced targeting tools that have
directly improved ad-auction efficiency across the Family of Apps. Yet the
consensus EPS for Q2 stands at approximately$7.18 — barely above the $7.14 Meta
earned in Q2 2025 — because operating costs are rising substantially faster
than revenue. Citi projects Q2 operating margin at33.8%, down from 43% a year
earlier, with research and development costs expected to increase65.6% and GAAP
operating expenses up55.8%.

The mechanism that transforms a 27% revenue growth quarter into near-zero EPS
growth is the pace and timing of capital deployment. Meta has raised its
full-year capex guidance twice in 2026, moving from an initial range to the
current$125–145 billion — with Bank of America projecting the call will bring a
further update to$135–150 billion. The 2027 capex consensus has been revised
above$205 billion, which would make Meta negative on free cash flow through
2028 alongside Alphabet and Microsoft. The critical variable is not whether the
ad business can sustain its growth rate — the evidence for that is clear and
recurring — but whether the credit market's own pricing signal holds. The
spread between Meta's borrowing cost on AI infrastructure debt and its
projected return on that capital is the honest measure of whether the market's
patience for the investment cycle holds.
The Meta Q2 Setup — Revenue vs. Margin


Q2 Revenue Consensus$60.2B+~27% YoY; at top end of $58–61B company guidance
range; ad impressions +19% in Q1
Operating Margin (Citi Est.)33.8%Down from 43.0% a year earlier; R&D costs
+65.6% YoY; GAAP opex +55.8%

FY2026 Capex Guidance (Current)$125–145BRaised twice in 2026; BofA projects
further update to $135–150B on the Q2 call
Q2 EPS Consensus$7.18Barely above the $7.14 earned in Q2 2025; revenue +27%
while EPS nearly flat
Ad Engine vs. AI Infrastructure — The Bull and Bear Cases

Bull case Bear case

Ad pricing power intact; AI-driven targeting improving ROAS for advertisers in
measurable waysTwo consecutive earnings beats met with post-earnings selloffs;
bar has risen without the stock reflecting it
Stock at ~18–22x forward earnings, below its 3-year average of ~23x; valuation
case constructive if AI spend stabilizesCapex raised twice already in 2026;
another guidance increase would be the third — compounding FCF pressure
BofA added $5B in AI revenue estimates on reported Anthropic cloud compute
deal; long-term monetization path clearerReality Labs expected to lose ~$5B in
Q2 alone; $20B full-year loss is a recurring drag on consolidated earnings
$200B+ revenue run rate; ad business has beaten estimates for years without a
structural missQ3 guidance below $63.2B consensus would signal top-line
deceleration — the one variable that has not yet materialized
The ad engine is not in question; the question is whether the IOU on AI
infrastructure can be serviced by the revenue it eventually generates.
The credit market signal that Citi's analysts have flagged — Meta's
times-interest-earned ratio has fallen26.74% year over year to 71.5x, still
healthy but declining as the company leans harder on debt financing for its
data center buildout — is the most honest indicator of the structural tension
in the current capex cycle. A ratio of71.5x is not a distress signal; it is a
compression signal. Each successive capex increase that requires additional
debt issuance narrows that ratio further, and at some point the credit market
begins pricing the risk of the investment cycle failing to generate the returns
that justify the spending. Meta's advertising business has compounded reliably
enough to absorb the early stages of that compression. Whether it can continue
to absorb it as the hyperscaler capex cycle moves from$125 billion this year
toward$205 billion in 2027 is the question that this quarter's Q3 guidance will
begin to answer.

Sources: Moomoo · Investing.com · S&P Global · IG Bank Switzerland


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