---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42348144.md"
description: "Woke up to a fantastic drop. The Meta thing was no surprise, I remember talking about it back in May. And I don't think it's because hardware isn't in short supply anymore, it's just that Meta thinks it can't recoup its investment in AI by doing it themselves, so they're selling some computing power. Currently, orders from major manufacturers haven't decreased, so it's all just noise.🤪$Micron Tech(MU.US)$Sandisk(SNDK.US)"
datetime: "2026-07-01T14:07:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42348144.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42348144.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42348144.md)
author: "[リムル](https://longbridge.com/en/profiles/9982371.md)"
---

# Woke up to a fantastic drop. The Meta thing was no…


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