The author criticizes a recent thematic selloff driven by overstated concerns over Meta's
The author criticizes a recent thematic selloff driven by overstated concerns over Meta's compute spending and two reports of CPO delays refuted by Nvidia, predicting institutional buying after retail capitulation.
“One of the dumbest thematic selloffs I’ve seen to to date off: - $META compute news that’s not new - CPO delay report 1, that got refuted by $NVDA - CPO delay report 2, that got refuted by $NVDA High confidence, institutions will end up going long on the same names they’re bearposting after retail capitulates.”Original post：X / @aleabitoreddit ↗