Zuckerberg "stabbed in the back" AI infrastructure, Meta @Meta的 drops "excess computing power" 💣 bomb, causing Micron, SK Hynix, SanDisk to get blood 🩸 washed out

Little Z uses real action to interpret what it means to "walk someone else's path and leave them with no way out."
Let me recap this AI chain stampede massacre triggered by Meta's own hands:
1️⃣ What happened? (Meta's "humblebrag" backstab)
The market's first-half frenzy was driven entirely by "big companies crazily buying chips," but then Meta suddenly leaked news: because it had hoarded too many chips, it was considering reselling its excess AI computing power externally, directly entering the cloud services market.
Meta's logic: My computing power is overflowing, why not cash it out? (Stock price surged over 8% against the trend on the news.)
The industry's logic: Damn, even the biggest chip-buying company's computing power has peaked and is in surplus?! Is the bubble 🫧 of AI's fake prosperity about to burst?! (The entire infrastructure sector was buried alive instantly.)
2️⃣ The brutal massacre scene
Meta's knife stabbed directly into the two sectors with the most exaggerated gains in the first half: "computing power leasing" and "memory chips."
The twin titans of computing power leasing immediately crashed: $CoreWeave plummeted 14%, $Nebius dropped 12%.
The memory chip sector was a river of blood: $MU Micron Technology plummeted 11% (after rising 300% in the first half), $Sandisk SanDisk dropped 11%, and Western Digital and Seagate all surrendered.
3️⃣ Cold thinking in light of current market conditions
Why could one rumor have such devastating power? Because the trend in the second half has really changed:
The prototype of "The Big Short" sharpens his knife in the shadows: At the same time, Michael Burry, who became legendary from the subprime crisis, was exposed to have taken a large, open short position against Nvidia. The big short's entry directly became the last straw that crushed the bulls' psychological defense.
The calendar flips, institutions ruthlessly front-run: July 1 was the first trading day of the second half. The Nasdaq 100 rallied 20% in the first half, with institutions sitting on huge unrealized gains. Facing the chain of negative news—"Meta's excess computing power" + "hawkish comments by the new Fed chair"—the only choice for quant funds and major capital was to lock in profits and stampede out without regard for cost.
💡 Epilogue
The first half's market was "buy anything that touches AI," while the second half's norm may become "run at the first hint of a bubble burst."
#美股 #AI bubble #英伟达 #Meta #Web3 #Micron Technology