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Open your phone and the sky is falling—everything except $META is dropping!
Is this market a chain of interconnected locks?
Meta selling computing power → indicates they built too much → AI Capex peaks → GPU/HBM/storage demand to drop → liquidate all storage and computing power stocks
If next quarter Meta lowers Capex, shorts against ✅
If it revises upward, today’s sell-off is a mispricing of 🔪