
In todayβs post:
π Meta Just "Killed" This Stock

π Meta Just "Killed" This Stock
Meta $META ( β² 4.7% ) announced Meta Compute, and the market did what the market does: panic first, read the press release never.
IREN $IREN ( βΌ 2.99% ) sold off hard. The logic went something like this: Meta is now selling GPU compute, therefore every AI infrastructure company is toast.
Here's the problem. That logic only works if you don't understand what IREN actually sells.
So the central question today: did Meta Compute just break the IREN thesis, or did the market just hand you a discount?
Let's investigate.
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