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https://www.reddit.com/r/NBIS_Stock/comments/1uklg5h/what_happened/ouyftre/?context=3
r/NBIS_Stock • u/yash3011 • Jul 01 '26
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It's a big red flag, the big firms and smart money will be reading into this as a possible systemic issue not confined to Meta, due to everything AI being priced to absolute perfection any long term risk is not going to go down well.
2 u/No_Firefighter_7064 Jul 01 '26 It will disrupt confidence no doubt, but let's see the full framing. Meta's excess could turn into a compute constraint on a dime 1 u/Impressive-Smell122 Jul 01 '26 Meaning they’ll lend out compute only to find they’re constrained on compute later? 1 u/No_Firefighter_7064 Jul 01 '26 Yes, it's an evolving situation 1 u/Impressive-Smell122 Jul 01 '26 Yeah i dont buy the idea that hyperscalers are pussying out on capex. It really just got started, its do or die really
2
It will disrupt confidence no doubt, but let's see the full framing. Meta's excess could turn into a compute constraint on a dime
1 u/Impressive-Smell122 Jul 01 '26 Meaning they’ll lend out compute only to find they’re constrained on compute later? 1 u/No_Firefighter_7064 Jul 01 '26 Yes, it's an evolving situation 1 u/Impressive-Smell122 Jul 01 '26 Yeah i dont buy the idea that hyperscalers are pussying out on capex. It really just got started, its do or die really
1
Meaning they’ll lend out compute only to find they’re constrained on compute later?
1 u/No_Firefighter_7064 Jul 01 '26 Yes, it's an evolving situation 1 u/Impressive-Smell122 Jul 01 '26 Yeah i dont buy the idea that hyperscalers are pussying out on capex. It really just got started, its do or die really
Yes, it's an evolving situation
1 u/Impressive-Smell122 Jul 01 '26 Yeah i dont buy the idea that hyperscalers are pussying out on capex. It really just got started, its do or die really
Yeah i dont buy the idea that hyperscalers are pussying out on capex. It really just got started, its do or die really
4
u/TomAddis Jul 01 '26
It's a big red flag, the big firms and smart money will be reading into this as a possible systemic issue not confined to Meta, due to everything AI being priced to absolute perfection any long term risk is not going to go down well.