---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42346969.md"
description: "$Meta Platforms(META.US)$Direxion Semicon Bull 3X(SOXL.US)My take on the Meta thing: Market-based measures have optimized the resource allocation efficiency of computing infrastructure, similar to how a planned economy is being adjusted. It doesn't affect the overall supply-demand imbalance issue of the entire silicon-based industry. Locally, it might even increase the tolerance for internal competition among various CSP/CAPEX spenders: computing power is still something to fight for; it's better to scale it up in your own hands; if you really can't scale it up, you won't lose out (you can still resell it)."
datetime: "2026-07-01T13:53:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42346969.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42346969.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42346969.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $Meta Platforms(META.US)$Direxion Semicon Bull 3X(…


### Related Stocks

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

## Comments (5)

- **Shadbhuja Sita · 2026-07-01T18:55:25.000Z · 👍 2**: The stock price is quite volatile. Even a company with such a strong moat is like this.
- **跟顾神反着买 · 2026-07-01T16:14:22.000Z · 👍 2**: The principle of not bottom-fishing on the first day of a big drop😳
- **暂时停止 · 2026-07-01T15:23:37.000Z**: Is it a long-term positive for big tech companies like Google?
- **股指比严格1:3 · 2026-07-01T14:25:58.000Z**: I think Meta will probably cut capital expenditures. The computing power demand for training those remaining outdated large models should gradually be phased out, though it's also possible that it will be quickly filled by new demand.
- **Judy640 · 2026-07-01T13:58:29.000Z · 👍 4**: It means you don't have the ability to use it yourself, but you can act as a shovel seller and second-hand dealer first.