In today’s post:
🔄 It Was the Customer. Now?
🔄 It Was the Customer. Now?
Meta dropped a bombshell this week: it's selling excess cloud compute to third parties.
Nebius $NBIS ( ▼ 5.92% ) fell 17%. CoreWeave $CRWV ( ▼ 4.6% ) fell 14%. Meta $META ( ▼ 4.9% ) shares? Up 9%.
That's what happens when the biggest kid in the pool decides to start charging for cannonballs.
Why This Actually Matters
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