The Best One Yet

🦸‍♀️ “MAMA Stocks” — Zuck’s Ad/AI machine. Hilary Duff’s anti-Ozempic bet. Bill Ackman’s Influencer IPO. +Refresher surge

23 snips
Apr 30, 2026
They unpack Meta’s Q1 surge and how AI is supercharging ad efficiency. A cultural shift toward strength and fitness gets spotlighted via Hilary Duff’s Ladder play. Bill Ackman’s Pershing Square listing and its influencer-style pitch to retail investors get a breakdown. Plus the viral Starbucks Refresher trend and a few buzzy market headlines.
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INSIGHT

Meta's Ad Engine Fuels An AI Spending Spree

  • Meta turned ad efficiency into a cash engine funding massive AI buildouts.
  • Q1: revenue +33%, $27B profit, 3.6B users, ad impressions +17% and price per ad +19%, enabling a $135B AI data center splurge.
INSIGHT

Meta Uses AI To Create And Target Ads For SMBs

  • Meta is deploying AI to both target ads and generate creative for small businesses.
  • 15 million SMBs use Meta AI to auto-target and create ads, e.g., finding millennial cockapoo moms in Austin to drive foot traffic.
INSIGHT

Meta Reinvests Profits Into Ambitious AI Data Centers

  • Meta increased its capital spending to aggressively build AI data centers instead of returning profits.
  • The company raised its AI data center plan to $135B, enough to buy Ford, GM, and Chrysler combined, per hosts' comparison.
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