P
Jul 2 at 06:53 AM
the real tell on the $Meta Platforms(META.US) cloud news isn't Meta up 9%, it's CoreWeave down 11 and Nebius down 12 the same day. when your biggest potential customer turns into a competitor overnight, the whole neocloud model gets repriced. Meta has its own chips, own data centers, own cash flow. the renters have none of that. that gap just got a lot wider.
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