Meta Platforms (META): The EPS hallucination & funding silicon with layoffs [Q1 2026]

Despite posting a massive 56% EPS beat for Q1 2026, Meta’s headline numbers mask an $8 billion tax hallucination and skyrocketing infrastructure costs. In ~10 minutes:* How a US Treasury rule inflated earnings by $3.13 per share.* Zuck's strategy to fund a $10B GPU shopping spree with May layoffs.* Why foreign internet blockades caused a rare drop in active users.* The pivot from Llama to "Muse Spark" to pass the AI "mom test."Meta is openly trading human headcount for Broadcom and Nvidia silicon 🤖. We unpack how the market saw right through the synthetic bottom-line beat—sending the stock down over 7% after hours—and why the company's ultimate growth ceiling is now increasingly bound by global geopolitics rather than just technology.Meta Platforms, Inc. (META) | Q1 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.