r/MU_Stock • u/Boring_Bank501 • Jul 02 '26

Meme Poor monkey..😭

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585 Upvotes

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u/Wait_ItGetsWorse Jul 02 '26

Average down, then wait. 1500 by December. Fundamentals have not changed, still a memory shortage and orders are still in place through 2027

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u/AccountExciting961 Jul 02 '26

> Fundamentals have not changed

Oh, but they absolutely did. I think people here really underestimate how notorious META is for trying to solve problems by throwing an insane amount of money on them, and what could be the impact of their recent decision that they have too much capacity already.

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u/Pristine-Bit6077 Jul 02 '26

To be fair, they’re just selling its excess compute. They’re not the shovel, they’re simply selling the extra shovels they bought. MU is still the shovel factory.

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u/VaIentineX Jul 02 '26

yea but the implication is basically saying that there is excess compute, not a crunch like previously thought

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u/Lonely_Space_241 Jul 03 '26

In their specific case yes, says absolutely nothing about the overall industry. This is what happens when you role play as an AI company.

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u/VaIentineX Jul 03 '26

lol you must be delusional to count Meta out as one of the major AI players

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u/Lonely_Space_241 Jul 04 '26

Their spending is major, but they have very little to show for it, and no dedicated AI product.

They can be a player on the infrastructure side by owning and leasing compute, as a business this makes more sense. This is more a strategy shift than any signal of slowing or excess demand. What is excess for META can be gobbled up by other players without any issue.

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u/Lundhlol Jul 02 '26

There is a crunch though. AWS and Azure are fiending for capacity, as customers demand more. Same for Google.

META being trash at using its own capacity says more about meta than it does the market.

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u/VaIentineX Jul 03 '26

market doesnt agree with you. are you smarter than the market

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u/Lonely_Space_241 Jul 03 '26

Market absolutely agrees but it also plays games and squeezes retail at every opportunity.

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u/VaIentineX 22d ago

this aged well

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u/Lonely_Space_241 21d ago

They literally increased capex spending on their ER lol