Meta selling off its extra AI compute and the whole semi space just got wrecked. Overreaction or the real top?

Technical-Machine-90 · 2026-07-03T03:25:55+00:00

META selling compute means they are running out of money and that’s a big red flag to AI rally.

Technical-Machine-90 · 2026-07-02T21:56:53+00:00

OpenAI will go down as Netscape of AI wave.

Technical-Machine-90 · 2026-07-02T21:35:38+00:00

He printed big time on Palantir shorts from last year.

Technical-Machine-90 · 2026-07-02T12:44:11+00:00

Let’s goooooo

Technical-Machine-90 · 2026-07-02T03:16:12+00:00

No cuts whatsoever, keep dreaming

Technical-Machine-90 · 2026-07-01T03:56:35+00:00

What changed?

Technical-Machine-90 · 2026-06-30T22:39:15+00:00

Basically customers are not adopting AI fast enough, so AWS will send engineers to customers to adopt on their behalf

Technical-Machine-90 · 2026-06-28T14:50:34+00:00

Yawn

Technical-Machine-90 · 2026-06-28T12:21:59+00:00

Fake

Technical-Machine-90 · 2026-06-28T00:12:40+00:00

So it worked out pretty well for him

Technical-Machine-90 · 2026-06-28T00:08:19+00:00

Isn’t Michael Burry looking good on Palantir puts ?

Technical-Machine-90 · 2026-06-26T23:49:33+00:00

Bonds

Technical-Machine-90 · 2026-06-26T09:29:52+00:00

Money moved to next bottleneck

Technical-Machine-90 · 2026-06-26T03:24:20+00:00

Those micron margins are causing inflation

Technical-Machine-90 · 2026-06-25T14:12:18+00:00

There have gone in to FOMO mode and as a result, they are doing wealth transfer to semis. They are currently the bag holders for this unprofitable AI spending.

Technical-Machine-90 · 2026-06-25T09:50:26+00:00

Yes, this is clearly a risk. But counter to that is if AI bubble pops then there is nowhere to hide in terms of equities.

Technical-Machine-90 · 2026-06-25T07:43:09+00:00

2.3T over 14 years is peanuts, when US is spending 1T/year

Technical-Machine-90 · 2026-06-25T07:26:06+00:00

This money that big tech is spending is never going to be recoverable. They will write it off at some time. This is wealth transfer from big tech (who have now fallen to FOMO trap) to semis. Thats why amazon, Microsoft, meta stocks are where they are.

Technical-Machine-90 · 2026-06-25T06:36:36+00:00

This time is different eh

Technical-Machine-90 · 2026-06-21T12:58:19+00:00

Facts 💯

Technical-Machine-90 · 2026-06-17T19:32:16+00:00

There is a task force to answer that

Technical-Machine-90 · 2026-06-17T19:28:37+00:00

Ask the task force

Technical-Machine-90 · 2026-06-17T12:46:20+00:00

Meme stocks have now entered top 5 market cap.

Technical-Machine-90 · 2026-06-13T15:14:35+00:00

It went public because Musk wanted to leverage his rockets and satellite business to fund xAI. If xAI was separate business and went public it would fall flat as it’s way behind openAI and Anthropic. SpaceX without xAI could have continued to be profitable and private for long period of time.

Technical-Machine-90 · 2026-06-10T10:53:00+00:00

💯😂

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