---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000786232.md"
description: "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."
datetime: "2026-07-10T03:34:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000786232.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000786232.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000786232.md)
author: "[Wisely9](https://longbridge.com/en/profiles/23432059.md)"
generator: "portal-rs"
---

# I guess Zuckerberg must have done his calculations…


### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)

## Comments (1)

- **Fantastic · 2026-07-10T04:16:26.000Z**: you dont commit that much power unless the offtake is basically already signed. the wild swings just show how twitchy everyone is on anything infrastructure spend related right now


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**