META today: 12 desks have something on it
Big Tech money promised off the books: $3.82T · Meta Platforms: 3 officer or director departures filed with the SEC in 12 months · META gamma conditions +2 of ±5: the kind that came with smaller moves in this record · META: 76 trading patterns flagged in 20 sessions
Companies/Indices · Connections · 8 Nov 2026
Companies named: META
Connected items
- Big Tech money promised off the books: $3.82T — Stressed · 3.3× the $1.16T of debt they report · operating cash flow a year: $1.37T (2.8 years of it) · contracted backlog: $2.98T at the 33 that report it · largest: GOOGL $1.06T, META $817B, NVDA $442B · 53 companies… (SEC filings, 8 Nov 2026) GOOGL META NVDA
- Meta Platforms: 3 officer or director departures filed with the SEC in 12 months — 8-K item 5.02, every role, in the 12 months to 7 Nov 2026 · one of the AI Trajectory page's inputs (SEC filings, 7 Nov 2026) META
- META gamma conditions +2 of ±5: the kind that came with smaller moves in this record — positive gamma · size-adjusted GEX at percentile 35 of its year · price 1.2% above zero gamma · implied volatility +1.1 pts against 20-day realised · after this reading the next session's median move, up or down, was… (U.S. options exchanges, 6 Nov 2026) META
- META: 76 trading patterns flagged in 20 sessions — Newest 6 Nov: Repeated breaks of a price level, then recovery, down. Flagged for review, not a finding about anyone. (Market behavior measured by the terminal, 5 Nov 2026) META
- META sold $9B of bonds — 6 tranches · coupons 4.30%-6.40% · due 2031-2065 · spread up to 276 bp over Treasuries (SEC filings, 3 Nov 2026) META
- META: Andreessen Marc L (Director) sold $12.8M of stock — 8 open-market trades in the last 7 days (SEC Form 4, 1 Nov 2026) META
- AWK Survivor Advocate Attorneys, PLC on 4 new cases involving Meta Platforms — Jacobs v. Meta Platforms, Inc., f/k/a Facebook, Inc. (Federal courts, 27 Oct 2026) META
- Meta Platforms, Inc. spent $5.88M lobbying in Q3 2026, +1% on a year earlier — issues: CPI, BAN, MIA, TEC, CSP, FIN · $5.84M a year earlier (Lobbying Disclosure Act reports, 21 Oct 2026) META
- Meta Platforms Inc: 888 new H-1B approvals in FY2026, -43% on FY2025 — #8 employer by initial approvals · 3,109 continuing approvals (USCIS, 29 Sep 2026) META
- Meta Platforms: capex was 78% of operating cash flow over the last four quarters to 2026 Q3, up from 58% a year earlier — Free cash flow after capex $28.6B · Capex up 66% and operating income down 3% on the four quarters before (SEC 10-Q and 10-K filings (cash flow statements), 29 Sep 2026) META
- Meta Platforms, Inc. is named as a competitor in 13 companies' annual reports — Named by APP, EVC, GDDY, LVO, PINS, RBLX, RDDT, SIRI, SNAP, U and 3 more (SEC filings, 30 Mar 2026) META
- Meta (Facebook): 4 years from its first fiscal year above $1 billion to its first above $10 billion — +48% a year in the 3 years after its first $10 billion year · Fiscal years, read from the company's 10-Ks; growth after $10 billion separates a ramp that goes on from one that fades (SEC EDGAR (annual reports on Form 10-K; Anthropic's S-1/A), 30 Dec 2025) META