Does Meta's move mean AI compute is oversupplied?
Not necessarily. $Meta Platforms (META.US)$ 's reported plan to sell AI compute sounds bearish at first: if it has capacity to sell, did Big Tech overbuild?
But there is another explanation. AI compute may still be valuable enough to monetize. If GPU capacity can be rented out at attractive prices, selling unused capacity is not a sign of weak demand. It could be a way for Meta to turn heavy cap...

$Applied Optoelectronics (AAOI.US)$ How many people has that white-haired figure from Lujiazui ruined!

$Ondas (ONDS.US)$ Reverse position and go short—hammer it down!

$Ondas (ONDS.US)$ Bailing out—this junk stock! I’ll come back when it drops to 0.57!

$Ondas (ONDS.US)$ Looking at the options barrier, the most comfortable range for market makers today is around 7.8 to 7.9.

The Dow industrials hit an all-time intraday high Thursday as Caterpillar, Merck and other non-tech blue chips rose, but the broader S&P 500 and Nasdaq Composite fell as Apple and Microsoft weakness outweighed Micron's rally on well-received earnings.
The $Dow Jones Industrial Average (.DJI.US)$ rose as much as 1.6% to a 52,655.66 intraday record before pulling back to end 71.72 points higher (0.1%) ...

The Dow-30, S&P 500 and Nasdaq Composite all rose Friday as Tesla chief Elon Musk's SpaceX gained nearly 20% following its eagerly awaited IPO and oil fell on fresh hopes for U.S.-Iranian peace. That helped clear the way for ARM, CoreWeave, Intel, Nebius and other tech stocks to rise on buoyant investor sentiment.
The $Dow Jones Industrial Average (.DJI.US)$ gained 353.51 points (0.7%) to a 51,202.26...

$SpaceX (SPCX.US)$ 150