Forward Guidance · Friday, July 3, 2026
Meta is reportedly considering selling its excess AI compute capacity, a move that has market watchers speculating about a potential oversupply. This news, coupled with a tweet about a memory efficiency breakthrough, is seen as a catalyst for the unwinding of the AI and memory stock rally.
“So the first one we got over the last couple days was Meta talking about trying to sell their excess AI compute.”
“And then you get this announcement from Amazon.”
“So, like, look, this got 2 million views.”