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REDDIT

Meta got dragged into the AI infra selloff, is this the buy low setup or a trap?

Meta's excess compute plan spooked the whole AI infra trade and now the stock got dragged back down to what looks like the ground floor.

Funny how the same capex that had everyone bullish a few months ago is suddenly the reason to panic sell. Nothing about the actual business changed this week, just vibes and one compute headline.

The moomoo community been going back and forth on this all day, plenty of folks calling it a buy low setup while others think there's more bleeding to come. Red all over the big AI names right now.

Buy low sell high sounds easy until the stock is actually red and everybody's scared. So is this an overreaction or the start of something worse? Anyone still adding down here?

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