Computing power demand hasn't collapsed! Meta is going to spend even more

Folks, a newly released institutional report has reassured the semiconductor sector. Earlier rumors about Meta selling off computing power caused panic, but in reality, their capital expenditure next year will increase significantly. Not only will computing power procurement not slow down, it will continue to accelerate. The previous drop was purely a misjudgment.

The long-term logic for semiconductors hasn't been broken at all. Don't panic and cut losses rashly. Set a stop loss and wait for sentiment to recover. We can hold steady. #SNDK $SNDK ‌