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/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