So let me get this straight. Suckerberg spends tens of billions panic buying AI chips because he doesn't want to be the guy left behind. Fast forward a few months and Meta suddenly has so much spare compute that they're talking about renting it out because they built more infrastructure than they currently need. Wall Street's reaction? Punish the entire semiconductor and AI sector... while pumping Meta like this was some kind of masterstroke on their part. There was no masterstroke or masterplan
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