Serenity（白毛股神）@aleabitoreddit发帖2026-07-07

作者批评彭博社和META在市场崩盘后进行的损害控制，提及Meta继续投资数据中心并与$CRVW、谷歌和$ORCL等公司签署重大计算交易。

作者批评彭博社和META在市场崩盘后进行的损害控制，提及Meta继续投资数据中心并与$CRVW、谷歌和$ORCL等公司签署重大计算交易。

“Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing: Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $ORCL, and others." Just dropped that in with the Meta Muse announcement, and evenn threw in the "expensive" framing with DCs to signal capex. But little late given we're likely seeing a lot of margin liquidation cascades and heavy losses from media framing earlier.”