EllioTrades Clips(@ellioclips):Meta just turned the compute shortage into a compute selloff EllioTrades says the shortage narrative pumped memory to the moon, and now the same buyers behind that pump are turning into suppliers. "Isn't the narrative that there's not enough compute? Nobody can find compute, can't build it fast enough." "Everyone is going to need this compute. For example, Meta. Oh, wait, they are selling compute. Like... what?"

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EllioTrades Clips@ellioclips

2026.07.01 23:16

Meta just turned the compute shortage into a compute selloff EllioTrades says the shortage narrative pumped memory to the moon, and now the same buyers behind that pump are turning into suppliers. "Isn't the narrative that there's not enough compute? Nobody can find compute, can't build it fast enough." "Everyone is going to need this compute. For example, Meta. Oh, wait, they are selling compute. Like... what?"