Just last Wed, 01 Jul 2026, $Meta Platforms, Inc.(META)$ dropped a ‘bomb’ of sort that almost brought $Careview Communications, Inc.(CRVW)$ and $NEBIUS(NBIS)$ to their knees. The Bomb. Reports emerged that META was preparing an aggressive strategic pivot into the commercial cloud market under an initiative dubbed "Meta Compute”. The initiative will be spearheaded by META’s: Head of infrastructure - Santosh Janardhan. Superintelligence Labs leader - Daniel Gross. President - Dina Powell McCormick. Aim - the company set plans to monetize its vast AI infrastructure by (a) renting out excess computing capacity and (b) selling hosted access to its proprietary AI model

AI chip stocks pulled back. Memory names sold off. But software stocks bounced. $Microsoft(MSFT)$ 👏 Congrats to @月光下的美, who made 394% on Microsoft calls! 👏 Congrats to @Leo Leo, who made 118.8% on Microsoft calls! So why did Microsoft rebound? For most of this year, the AI trade was all about hardware. Big tech companies kept spending on GPUs, servers, HBM, DRAM and enterprise SSDs. That helped names like Nvidia, Micron, SK Hynix, Western Digital, SanDisk and Seagate. The idea was simple: if AI data centers keep growing, chip and memory demand should keep rising. But after a huge run, investors are starting to ask a harder question: When doe

Meta Draws Fresh Bullish Options Bets. Is More Upside Ahead? On Tuesday, $Meta Platforms, Inc.(META)$   once climbed more than 4% at its intraday high, outperforming most mega-cap technology stocks. The company officially launched its AI image generation model, Muse Image, and revealed that it is developing Muse Video, further demonstrating its commitment to expanding its AI product ecosystem and reinforcing investor confidence in its long-term AI strategy. Meanwhile, the options market saw several institutional-sized trades, suggesting that smart money continues to position for Meta's performance over the coming weeks. Institutional Positioning Remains Bullish The most notable trade of the day was an

$Meta Platforms, Inc.(META)$   Still down trend. Cap ex too high. Need to keep to maintain growth for revenue and EPS, if not with the cap ex increase, investors will dump it.  Can go to 400+ before reversing. Nothing is guaranteed. Buy on dips and support and wait for 3 to 5 years. Undervalued now a d good for accumulation. 

🌟🌟🌟 The Q2 surge in chip stocks was not the peak of the bubble.  In fact it is the first real confirmation that the AI supercycle is transitioning from hype to industrial scale. The July 1 plunge was not a flight signal.  It was a liquidity flush, a position reset.  It offers those investors who missed the earlier opportunity to get into the chip sector. The memory supercycle is real and is still early.  HBM demand is growing faster than GPU demand.  SK Hynix and Samsung are sold out into 2027.  $Micron Technology(MU)$ HBM3E is also backlogged. This is not a bubble behaviour.  It is actually a supply constrained growth. It is actually a great time to go bargain hunting especially in

$Meta Platforms, Inc.(META)$  Meta’s AI Reality Check: Is Under $600 a Golden Buying Chance? 📉🤖 Meta just took a 4.9% haircut, surrendering a chunk of its massive recent gains. The trigger? Mark Zuckerberg himself gave the market a dose of reality. He publicly stated that AI agent progress is "not moving as fast as expected," which instantly threw a wet blanket on the market's euphoric AI narrative. Almost overnight, yesterday's Magnificent 7 leader became today's prime target for profit-taking. But before we hit the panic button, let's look at the objective facts: The Broader Trend is Intact: Despite this sudden pullback, Meta still logged its absolute best weekly performance in two months. The Valuation Question: Dipping back under the $600

Meta becoming more fiscally responsible with capex only makes it more attractive to buy

Meta’s 4.9% pullback looks more like profit-taking after a strong AI-driven run than a trend reversal. Zuckerberg’s comments on AI agents being slower than expected are more about pacing than fundamentals. Still a classic Mag 7 pattern: hype → strong rally → expectation reset → consolidation. AI thesis looks intact, just being re-priced on timeline.

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$Meta Platforms, Inc.(META)$  good timing to earn future money

$META - META: AI UPSIDE KEEPS BUY CASE STRONG BofA reaffirmed its Buy rating on Meta with an $835 price target. The firm sees further upside from stronger AI models, MTIA chip progress, and new AI monetization opportunities. Better-than-expected Q2 results could reinforce AI-driven ad growth, while greater clarity on AI infrastructure value may support a higher valuation. Meta still trades below its recent peak multiple, leaving room for upside.