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Post by Supreme Bagholder on X

Supreme Bagholder@SupBagholder

If $MSFT, $GOOGL, or $AMZN had announced Meta’s last 2 weeks of AI news, Muse Code, open-weight Muse Glimmer, and plans to open-weight Muse Spark 1.2, the stock would’ve ripped 10-15%. Meta is shipping far faster than anyone else right now. It's such a hated stock.

189 likes12 repliesPosted Aug 10, 2026

View the original on X Written by Supreme Bagholder. Captured Sep 4, 2026.

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Ends on a short line that is easy to quote and repeat.
Short enough to read in full without expanding, which removes a step before the point lands.
Short sentences keep the pace up, so the reader never has to re-read a line.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

AI Engineering Build in public

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It’s patently absurd that Apple isn’t smart enough to make their own AI, yet is somehow capable of ensuring that OpenAI will protect your security & privacy! Apple has no clue what’s actually going on once they hand your data over to OpenAI. They’re selling you down the river.

More from Supreme Bagholder

Supreme Bagholder

Meta gets $100B of AMD AI chips AND a warrant for 10% of AMD (now worth 70B) that are litteraly a bunch of Big Tech capex coming back as revenue. Circular finance at work. Out of all these co's, only Meta is actually growing its core ads business without the BS tricks.

Supreme Bagholder

Meta’s AI story is fundamentally different from the hyperscalers. When growth inevitably slows, cloud players (already ~30% margin buisinesses) will compete aggressively on price to defend market share. AI will becomes a margin compression story. Meta is the opposite.

Supreme Bagholder

Never did I expect Meta to guide for 33% top-line growth in Q1 26, only for the stock to sell off as sharply as it has. -34% from highs. Meta is accelerating its top-line growth. at over 30% yoy. The market is throwing a tantrum, and that’s our opportunity to seize.

Supreme Bagholder

Yesterday, $META released their per-message rates for AI Providers on WhatsApp. Every AI agent, chatbot, and assistant built on WhatsApp now pays Meta a cut. >2 billion DAUs. Meta owns the distribution layer. And toll roads don't care who's driving what car.

Supreme Bagholder

Market is down? Lmao here’s a new ATH $meta It doesn’t matter who has the best model at what cost. Only thing that matters is that it’s open source and meta has access to it. The true moat lies in the distribution.

Supreme Bagholder

Who the fuck sells Meta on those numbers? They guided miss by 1%. They beat everywhere else. Opex and Capex increased. But with a 20%+ top line growth rate, I'll allow Zuck to spend. Very good earnings. I'm happy. I'll buy more if it drops

Supreme Bagholder on AI · ViralLoop