Meta’s $16B Scandal, Musk’s $1T Payday, Copper’s Supply Squeeze
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Edition #132
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
💼 Stocks Rise on Shutdown Optimism
U.S. stocks wavered last week as early optimism faded amid signs of slowing momentum. The S&P 500 ended flat and the Nasdaq dipped slightly, despite upbeat tech earnings and an Amazon–OpenAI deal. Market breadth remained narrow, with mega-cap gains masking broader weakness. Risk-off sentiment returned late in the week as investors weighed soft labor data and fiscal uncertainty.
This week, markets open with cautious optimism. The Senate advanced a bill to avert a government shutdown through early 2026, lifting global equities and U.S. futures, though it still needs House approval. Investors are now watching inflation data closely. CPI will be key to gauging Fed policy and the market’s near-term direction. Volatility remains elevated as breadth stays narrow and growth signals stay mixed.
PRESENTED BY CANTERRA MINERALS CORP.
Canterra Minerals (TSX-V: CTM, OTCQB: CTMCF) is advancing a fully-funded 10,000-metre drill program across its 55 km copper-gold corridor in Newfoundland.
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Hot Topics
Tesla Shareholders Approve Historic $1 Trillion Payout for Musk
Troubled drinks giant Diageo names former Tesco boss to lead turnaround push
Why Copper’s Supply Crunch is Becoming a Bull Market Catalyst
Investing Data Story
Energy spending stays dominant, but AI investment is growing 160% by 2030. What retail investors need to know about both megatrends.
AI Growth Surges as Energy Spending Holds Strong
WEO 2025: 5 Early Themes to Watch
The International Energy Agency’s World Energy Outlook 2025 lands Nov 12, and it could reset the energy narrative. Key signals for investors:
Critical minerals — Expect data showing widening supply gaps in lithium, nickel, and rare earths. Favors small-cap miners, refiners, and recyclers in North America and Australia.
Batteries — Now labeled “economic security assets.” Look for insights on cost declines and supply-chain diversification. Plays include recyclers, cathode developers, and solid-state innovators.
AI power demand — IEA set to quantify AI’s electricity load for the first time, a tailwind for grid tech and storage firms.
LNG surge — 300 bcm of new capacity by 2030 reshapes global gas flows, benefiting service and shipping names tied to export growth.
Southeast Asia — Stronger regional energy demand and policy focus could lift early-stage renewable and grid projects in Vietnam, Indonesia, and the Philippines.
Bottom line: WEO 2025 will frame where capital flows next in the energy transition, and the smart money will be watching the data drop on Wednesday.
Meta’s $16B Dirty Revenue Problem
Reuters reports that Meta (NASDAQ: META) internally projected 10% of its 2024 revenue, about $16 billion, came from scams and banned goods on Facebook and Instagram.
The leaked documents show Meta weighed lost revenue from removing fraudulent ads against potential fines for leaving them up, focusing enforcement where penalties were steepest. Internal data showed Meta ignored or rejected most scam-ad reports from users—roughly 96 % in 2023—with moderation capacity reduced after layoffs.
If accurate, this raises a massive earnings-quality red flag. At Meta’s margins, that $16 billion could translate to roughly $6 billion in operating income—profit potentially built on unsustainable or illegal activity.
Regulatory risk is now front and center: under the EU’s Digital Services Act and possible U.S. scrutiny, regulators could view this as systemic fraud. A crackdown could shave points off Meta’s ad margins—or re-rate the whole ad-tech sector.
Investor takeaway: Meta’s ad machine remains wildly profitable, but not all revenue is clean. The next major risk may not be engagement or AI spend—it could be enforcement.
Climate Fixes Won’t Save Coffee or Wine
A new study shows that even advanced climate engineering can’t stop rising heat and unstable weather from hurting crops like coffee, chocolate, and wine grapes. The method tested, releasing particles into the atmosphere to cool the planet, lowers temperature but doesn’t fix rainfall or humidity problems.
For investors, this means climate change will keep squeezing global supply chains. The real opportunity is in adaptation: companies developing hardier crops, water-efficient farming, or stable indoor growing systems. As key regions lose output, prices rise and strong brands with reliable sourcing stand to gain.
As global trade realigns, North America is emerging as a hub for critical minerals, manufacturing and energy infrastructure. Securing regional supply chains could drive the next decade of growth — and open new investment opportunities.
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Earnings Performance
ConocoPhillips
ConocoPhillips (NYSE: COP) delivered steady Q3 results and lifted its dividend 8%, underscoring strong execution and capital discipline despite weaker prices. Production grew modestly on Marathon Oil synergies and its onshore U.S. oil and gas operations, while cost guidance was trimmed for 2025.
The company’s expanding LNG footprint is the key long-term catalyst, spanning U.S., Qatar, and Asia markets and integrating the full value chain from liquefaction to end-user sales. With disciplined spending and reliable cash returns, ConocoPhillips is positioning for durable growth in a tightening global gas market.
Other Earnings Updates
Investing Data Story
Investors are flocking to junior copper miners this year; the NSCOPJ is up about +70 % YTD, nearly double the performance of senior miners, as the electrification and renewables boom puts copper front and center.
From Exploration to Outperformance: Copper Juniors’ Breakout Year
Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
🔍 Do your research and see if any of these fit your portfolio!
Thawing Permafrost Could Trigger a Carbon Shock
Ancient microbes frozen for tens of thousands of years are reawakening as Arctic permafrost melts, releasing carbon dioxide and methane, two key greenhouse gases.
For investors, this presents a potential macro risk and an emerging innovation theme. The thawing permafrost could accelerate global warming, reshaping long-term assumptions in energy, agriculture, and insurance markets.
At the same time, it could fuel opportunity. Demand for carbon capture tech, climate-resilient agriculture, and next-gen environmental analytics is set to rise as policymakers and capital markets brace for feedback loops like this. The smartest play isn’t betting on the thaw, it’s finding the firms building solutions for a hotter, more volatile planet.
Pure beast mode.
Elon Musk man. What to even say.