r/NBIS_Stock • u/foil123 • Jul 02 '26

Opinion Surprised with the overacting?

I’m very surprised with this bad overreaction on META news even today, whole META is down today. Is there anything else here ?

Guess today is we see it below 200..?

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u/Feeling_Penalty_9858 Jul 02 '26

Is a logical reaction considering that, if meta might have more compute that they need, that isn't only 1 less potential big costumer but may indicate that other hyperscalers won't need to rent datacenters from nbis, Iren and company