BlockBeats News, July 2nd. Renowned analyst degentrading (@degentradingLSD) commented on the "Meta Selling Compute Power" news. He believes that Meta is facing a severe shortage of computing resources. The simplest reason for yesterday's "Meta Plans to Build Own Cloud Business, Sell Excess AI Compute Power" move is: Zuckerberg saw Xai renting out computing resources and being able to revalue the stock. Zuckerberg wants to continue capital expenditures, so he must signal to investors that these capital expenditures will ultimately bring cash returns.

Furthermore, degentrading quoted Serenity's view, stating that the market seems to have forgotten that Meta is buying computing power from neocloud companies. Targets like NBIS and CRWV were mistakenly sold off by the market yesterday, and the current price levels provide an excellent risk-return ratio.