@qinbafrank SpaceX's computing power leasing does provide a good model for Meta, as data centers have strong monetization capabilities and can generate stable cash flows, which are highly sought after in the capital market. However, Meta's move here seems more like using the momentum to tell a new story, trying to change the market's perception of its investment in AI. As traders, we need to see whether this "story" can truly translate into a sustained trend rather than a flash in the pan hype.