The market selling off just because $META is renting out spare compute feels pretty funny. Llama isn’t exactly the leading frontier model today, so it’s not surprising that Meta has excess GPU capacity to monetize. If nobody ends up renting that compute, then sure—that would be a real concern. Or if OpenAI or Anthropic announced they had so much idle compute that they needed to lease it out, I’d understand the market’s reaction. But Meta’s Llama? That doesn’t make much sense. 🤷‍♂️🤷‍♂️ That said, if something this insignificant can trigger a sell-off, it probably says more about market sentiment than the news itself. Confidence just isn’t there right now. Personally, I’m keeping leverage in check until Jensen starts talking again. Just think back to April and May. Jensen was everywhere—keynotes, interviews, podcasts—and AI infrastructure trades were almost effortless. Now that he’s gone quiet, the market is trying to invent the next big AI narrative. But let’s be honest—even the Physical AI trade wasn’t the market’s idea. Jensen handed everyone the playbook when he announced Physical AI as the main theme for next year’s $NVDA GTC. 🤣🤣 Bottom line: Wait for Jensen’s next move. Stop guessing. 😎