- Entry
- $661.18
- Final
- $582.90 -11.8%
- Target
- —
- Score
- -1.00
What many of us suspected occurred today just before market open: META will be selling the excess capacity it built out. Neoclouds and semis are down big on this news while META is poised for a massive gap up, seems to also be giving a lift to some of the hyperscalers as well (MSFT in particular). What are everyone’s feelings about this news?
— ORIGINAL POST ·
Zuck Woke Up and Chose Violence Against Neoclouds
· r/ValueInvesting
· Jul 1, 2026