Jul. 3 at 3:26 AM
$APLD $NBIS $CRVW
The algorithms instantly read "excess capacity" as a catastrophic demand collapse, mechanically dumping infrastructure operators like CoreWeave, Nebius, and APLD.
But an audit of the unvarnished reality reveals the exact opposite.
Zuckerberg explicitly stated that other firms are approaching Meta "almost every week" begging to buy their spare computing power at a premium.
Meta intentionally overbuilt their capacity to ensure they are never bottlenecked, and the broader market demand is so violent they can effortlessly sublease the heavy iron.
The take-or-pay landlord model is not broken, it's lucrative. The tenant simply has so much hardware they are operating their own localized tollbooth.
This is why the sector always roars back.
A Bloomberg headline does not cancel a 15-year, take-or-pay contract or the inevitable
$2B NOI.
All the silly Bloomberg narratives do not stop Wes from snapping the concrete and transformers together like LEGO bricks.