$META AI narrative falls apart, and the stock price is up 10%.

Mark Zuckerberg really just leans on the strong “social stickiness” that makes ad revenue so easy to earn.
No matter what else he goes off and tries to do, it’s genuinely just a road to bankruptcy.
For all these years, he hasn’t managed to accomplish anything—but his health bar is still just thick.
If Google also gives up chasing the drool-worthy North American Doubao Gemini, and sells all its compute power to OpenAI and Anthropic, it should be able to make a little fortune too.
That said, even if everyone misunderstands Meta’s so-called surplus of computing power today, they still won’t casually come out to set the record straight.
With the stock price looking like this, would you have the motivation to proactively clarify?