I guess Zuckerberg must have done his calculations to dare add capex to build 14GW of Ai compute to sell cloud biz. That’s one catalyst to u turn all the AI infrastructure related stocks to a new rally. But within 2 days down >15% and after 2 days reversed up >15% is incredible - lite, mu, sndk … those who over leveraged could be slaughtered by the market manipulators.
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