$SKHYNIX computing power is still scarce. $META selling computing power isn’t because it’s surplus—it's because its AI model is too bad, and no one uses it.
The market is still too fragile. One small piece of news and people start panicking like this. Too many people are just trend-following traders.
Sacrificing Meta was already in my expectations. In the AI wave, someone always falls behind, and someone always has to exit—no harm done.
Wait for Anthropic’s ARR data to give the market a shot of confidence.
The market is still too fragile. One small piece of news and people start panicking like this. Too many people are just trend-following traders.
Sacrificing Meta was already in my expectations. In the AI wave, someone always falls behind, and someone always has to exit—no harm done.
Wait for Anthropic’s ARR data to give the market a shot of confidence.