「Meta Selling Computing Power」 Aims to Boost Company Valuation Confidence, Risk-Reward Ratio Highlighted After Neocloud Section Misjudgment

BlockBeats News, July 2, Renowned analyst degentrading (@degentradingLSD) commented on the "Meta Selling Computing Power" news. He believed that Meta's own computing resources are very tight. The simplest reason for yesterday's "Meta Plans to Build Own Cloud Business, Sell Surplus AI Computing Power" move is: Zuckerberg saw Xai renting out computing resources and being able to revalue the stock. Zuckerberg wants to continue capital expenditures, he must signal to investors that these capital expenditures will ultimately bring cash returns.

In addition, degentrading quoted Serenity's view that the market seems to have forgotten that Meta is buying computing power from neocloud companies. Targets such as NBIS and CRWV were mistakenly sold off by the market yesterday, and the current price provides an excellent risk-reward ratio.