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- $206.82 +0.3%
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So the entire semiconductor sector took a massive dump today (Micron -10%, AMD -7%, NVDA -2%). Why? Because Bloomberg reported that Zuck is planning to rent out Meta's "excess" compute capacity and AI models to third parties. Wall Street read the word "excess," completely shit the bed, and started screaming that the AI CapEx cycle is over. Are we seriously this naive? Do you honestly think Zuck just accidentally over-ordered a few thousand H100s and now they’re sitting in a …
— ORIGINAL POST ·
Meta entering the cloud space is NOT a bear case for semiconductors. In fact, it's the exact opposite. Change my mind.
· r/stocks
· Jul 2, 2026