u/aguslucas

Reddit is being spammed with FUD on BYND, and the author is up 100% on existing BYND options. If Reddit FUD is a contrarian signal, negative chatter may precede another squeeze run. Long BYND options for a short-term speculative squeeze. BYND fundamentals remain weak; squeeze may not repeat; options time decay and volatility crush.

Meta is open-sourcing small, agentic AI models designed to run directly on end-user hardware. By shifting compute to the edge (PCs/mobile), Meta bypasses expensive cloud infrastructure costs, undercutting the primary monetization engines of rivals like Microsoft and Google. Long Meta as its open-source, edge-compute AI strategy creates a structural cost advantage and disrupts competitors. End-user hardware may lack the specs for seamless execution; competitors could release their own optimized edge models.