← Semi DopedTrade on Robinhood →Trade on Robinhood →
in articleLONG
““Profit generating provider” is a good cash cow for Meta after all that coin they have spent in building out compute. Some will even argue its high time all those investments translate into revenue.”
@Semi Doped
Meta is flipping its massive AI investments into a cash cow by selling excess bare-metal GPUs, a move that already drove the stock up 9 percent.
METALONG@ $594.34
$565.50-4.85%
since call Jul 3
peak +17.3%
in articleSHORT
“Michael Burry (of The Big Short fame) is concerned with Government level investments going into memory calling it 'the beginning of the end.'”
@Semi Doped
Massive government-level investments into memory chip expansion signal incoming oversupply and the beginning of the end for the semiconductor cycle.
SMHSHORT@ $585.69
$531.46+9.26%
since call Jul 3
peak +14.9%
TIMESTAMPS
in article
in article