A 💎

Isn't that a daisy!

[A 💎 @Awhartd]

@KostCapital @KrisPatel99 Exactly. Semi bros just thought they would hand over all their profits with no return on their capital. These guys did not get where they are by throwing away money.

[A 💎 @Awhartd]

@KrisPatel99 MEMORY BROS ARE FUCKED!!

[A 💎 @Awhartd]

@egregious_poop @zerohedge Easy does memory BRO!!
This shows that excess capacity is coming. SEMI's are fucked!!

[A 💎 @Awhartd]

@TheStockUp_ @jimcramer BACK TO $700!!

[A 💎 @Awhartd]

@KryptonCEO @Mr_Derivatives As it should, excess compute incoming. MSFT next to pop the semi bubble

[A 💎 @Awhartd]

@Mr_Derivatives EXCESS COMPUTE= PAIN FOR SEMI'S

[A 💎 @Awhartd]

@RihardJarc Great Article!!

[A 💎 @Awhartd]

@bartender2026 @zerohedge It is bullish for everyone. The problem for the semis is in the short term they will come down on fear that there is excess compute.

[A 💎 @Awhartd]

@egregious_poop @zerohedge By selling compute META is telling you they have that capacity to sell and therefore will only do so if it makes economic sense. That tells you they and others will not pay ANY price for hardware.

[A 💎 @Awhartd]

@zerohedge It will be META and MSFT that pop the semi bubble!!!

[A 💎 @Awhartd]

@zerohedge CRWV, NBIS are going to ZERO!!!

[A 💎 @Awhartd]

@zerohedge SEMI BRO'S are FUCKED!!!

[A 💎 @Awhartd]

@Mahedi52509 @zerohedge No its not. These companies will not pay all there profits to the chip companies. META just told you they have excess capacity.

[A 💎 @Awhartd]

@zerohedge Excess Capacity Coming to a chip stock near YOU!!!

[A 💎 @Awhartd]

@zerohedge This article is 100% true. Chips are going to get smoked!!!

[A 💎 @Awhartd]

@zerohedge There arrogance of that statement reminds me of the doctcom era!!!

[A 💎 @Awhartd]

@BolmanRicky NBIS, CRWV, IREN going to ZERO!!!

[A 💎 @Awhartd]

@preetkailon There all going to ZERO!!!

[A 💎 @Awhartd]

@Mor34832Morgan

[A 💎 @Awhartd]

@2000STOCKMASTER