Financial Performance & Investor Sentiment

Q1 beat with $56.3B revenue (+33%) but three straight quarters of decelerating growth. 8k layoffs, 7k AI reassignments, 4am termination emails in Singapore. Insider selling $61M in 3 months. SEC filings reveal $8B tax benefit and server depreciation changes inflating earnings. Motley Fool flags capex-revenue mismatch and Reality Labs losses. Stock at key support zone; Peter Lynch GARP analysis shows low PEG ratio. Wells Fargo maintains Overweight. New: Nvidia CFO leak provides concrete AI ad ROI (3.5x click increase), $196B ad revenue 2025, $243B forecast 2026, but free cash flow suppressed.