u/Ok-End-3213

I went to a bar last weekend with some friends. We ran up a tab, I was a bit tipsy when I closed out so I take some responsibility for what happened.

I paid like I normally do and left a 20% tip.

I then took a photo of the itemized receipt so everyone could pay me back. 18% GRATUITY was ALREADY INCLUDED!

The bartender did not tell me that gratuity was already included.

This seems like a bit of a shady business practice. I would not have tipped on top of the 18% they already included.

This is crazy to me. None of the drinks were very complex, mainly beers and shots.

Then it is not conveyed to a tipsy patron that tip is included??

Yes I take partial blame, but my lord. This has gotten out of hand.

This wasn't some fancy establishment where we were seated and served. All drinks were ordered at the bar while we played pool.

I am sure many of you saw that meta is starting an AI compute cloud business because they have excesss capacity. You could definitely argue that this is a way for zuck to justify his spend and for being behind in the ai race, sure.

But let's look at it as a hypothetical. Imagine there is excess compute. What does that do to valuation. Companies won't re-sign at a premium with companies like apld and revenues will drop as the lease prices come down. Of course it will hit neo clouds like nbis crwv and iren more.

I can't help but feel that once spending slows or we encounter more of these excess scenarios the valuation of these data center companies will get crushed. Then what? We sit on our 15 year leases and hope they get re-signed?

Looking forward to your ideas. Just a bit spooked but hopefully it is simply zuck realizing he is too far gone and can't win so he is trying to make a buck.

I am long shares. Have been holding a little over a year. Not a bear, just a spooked bull. Thanks!