LITE → $820.00 by Oct 3, 2026.

So midweek Meta announced they're going to start selling their "excess" AI compute to outside customers. Meta jumped 10% on the news. https://preview.redd.it/ad1jc29aohbh1.png?width=1000&format=png&auto=webp&s=f904b16f5a5b9d3f9230289634a0bea3a4e3f050 Everything downstream of it though got cooked. The news did not sit well with a lot of people holding the semiconductor supply chain trades. The entire AI supply chain trade right now is underwritten by scarcity, and one of the biggest capex spender in the market just said it has spare capacity. Six months ago the hyperscalers …