SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:
“We believe Meta’s datacenter and compute will accelerate”.
“Capex in 2027 will be shockingly high”.
Recent global crash, especially in the photonics sector was stupid… Off misleading narratives of Meta dropping out of AI race to sell excess compute…
When in fact things are likely to accelerate from Meta catching up to GPT5.5.
I’m personally expecting a sharp V recovery, especially with the names that crashed 50%+ from this narrative.
Happy New Year! 🪄Sprinkle blessing from Crypto in 2025 📢We're thrilled to announce that the Taker Chain mainnet is finally here! 🚀
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The second phase of Cypher Testnet has launched and is open to all.
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Check out the video in the following tweet for a comprehensive guide.
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