Land of the free and home of the brave!
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Meta selling excess AI compute as cloud capacity while GPU prices crater = classic overbuild. Wouldn't be surprised to see Capex cuts in this upcoming earnings season and that's prob bearish short term for $MU $SOXL $AMD $NVDA etc.
https://t.co/9hloUWnqTa
$SWK re-rating finally happening, slow, but its happening - if housing comes back to life, big if - helps the cause too but for now a little financial engineering works.
https://t.co/qRgkjU6cNB