u/LarkoVelvet

So META wants to sell its excess GPU capacity and the market read it two totally different ways at once.

https://preview.redd.it/u78gm9qzkxah1.jpg?width=1080&format=pjpg&auto=webp&s=5667a8dacf1e5390fcbea9012e825d57d01c8108

The chip side got torched. SOXX down about 6.5%, SMH down 5.4%, and memory got hit worse with MU dropping around 10%. The neoclouds were a bloodbath, CoreWeave off 14% and NEBIUS down 17% on the day. Pulled the charts on moomoo and it was just red across the whole semi complex.

But here is the weird part. META itself jumped almost 9% and MSFT was green too. So software and the hyperscalers rallied while everything that sells them hardware bled out.

Honestly idk how to read it. One take is Meta selling compute means oversupply and the AI capex party is ending. The other take is GPU capacity is still valuable enough to resell, so this is just Meta squeezing better returns on money they already spent.

Feels like the real answer shows up at Q2 earnings. If the hyperscalers keep their capex up, the chip fear was overdone. If they trim it, then the neocloud and memory names have a lot further to fall.

Anyone else adding to semis on this dip or is this the top signal everyone's been waiting for?

So Meta says it wants to sell excess AI compute capacity and the market lost its mind. Semis and neocloud names got absolutely torched today.

NBIS down ~17%, CRWV down ~14%, GLW down over 13%, MU and SNDK both around ~10%. SOXX off ~6.5%, SMH ~5.4%. Meanwhile META itself popped ~9% and software went the other way, IGV up ~3%, MSFT up ~3%. Pulled all these off moomoo trying to figure out if I should be scared or greedy.

The bear read is obvious. If META has compute to spare, maybe the whole buildout is oversupplied and we hit the wall.

But idk. The other read is this is just Meta being smart and monetizing infra to fix their capex returns, which is not the same as demand dying. The real tell is Q2 hyperscaler earnings. If AMZN GOOG MSFT keep or raise capex, this red day was a gift. If they cut, then yeah the oversupply crowd was right and the semi bags get heavier.

I got a little NBIS and my port is bleeding red right now lol. Anyone actually adding here or waiting for the earnings confirmation first?

Down from $37 to $17 over the past 52 weeks, now grinding at the bottom. Small green day today, +1.31%.

Beta 2.839 — this thing moves when it moves. P/E showing a loss, P/B negative at -3.86, looks ugly on paper. But free float is only 42.86M shares, tight enough that any real volume could send it.

Current price is more than 50% off the 52-week high and only about 7% above the 52-week low of $17.37. Volume today was 4,335 shares — dead quiet, classic low-volume base building.

Not the kind of name you go all-in on, but for anyone scaling in around the $17-18 range, at least the downside from here is somewhat defined. Either a catalyst shows up and this rips off the floor, or it keeps chopping sideways burning everyone's patience.

Sometimes the hardest trade is just waiting.

https://preview.redd.it/yclqwpfnjxah1.png?width=1290&format=png&auto=webp&s=33cbf832c4535f3e392261e934dbb02043759321

Been sitting on ServiceNow for a bit and honestly the more I look at it the more I think people are gonna kick themselves for skipping it.

Every enterprise software convo lately circles back to workflow automation and NOW just keeps showing up in the mix. Saw a few people on the moomoo community pounding the table on it too, so it's not just me being biased lol.

https://preview.redd.it/wpd7e5imixah1.png?width=1125&format=png&auto=webp&s=daadc5a267f29ac0413047c1b5f8f2a6cd41c744

>!&#x200B;!<Learning new Reddit tricks. Xiaobai is my subject. She does not consent.

https://preview.redd.it/cqhw17d0px8h1.jpg?width=1440&format=pjpg&auto=webp&s=78ceef3b4866937b0d1901acbe83fcb7885b5cbf

Hey everyone, I'm pretty new to Reddit (been here about a week, karma still sitting at a fat 0 lol). I posted a selfie asking for feedback on my hair and makeup, and it got auto-removed saying it "may break the rules." I read through the rules and honestly can't figure out what I did wrong 😅

Is this a karma/account age thing? Or did I accidentally violate something? Any help appreciated — just trying to participate here lol