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ARRIWYKS
#MetaFinancingTo97.5B
💸 Meta prices $97.5B equity Oct 27: $25B common 40M @ $625 (forward sale to Oct 29 close, settle by Nov 2027), $12.5B 6.5% mandatory convert pref due Aug 2029, + $60B ATM Class C from Q1 2027. Total ∼6% dilution, 5x oversub. Nvidia $3B + AMD $1B + Broadcom $1B strategic = circular finance debate. Q3 rev $64.6B +26%, costs $51.6B, op margin 20% vs 40% YoY, FCF -$2.12B first negative in decade on $34.9B capex. Capex guide $135-145B for AI data centers + Muse.
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