🐋 WHALE WATCH: Metas $13B Financing Signal. Meta Platforms is tapping Morgan Stanley & JPM for a roughly $13 billion debt led package to fund its El Paso Sopaipilla mega campus. The Macro Shift: => Infrastructure Debt: Big Tech is moving away from cash-only and embracing structured debt to scale AI. => Capex Explosion: Meta raised its 2026 capex guidance to as high as $145B. => 1 GW Capacity: This single site is targeting massive power to stay ahead in the LLM arms race. The liquidity is flowing into physical AI infrastructure. Watch the energy and data center plays closely.(Whale Factor)