META selling computing power doesn’t mean AI is facing overcapacity. It’s just that they’re really short on cash right now. Lost $70-80 billion on the glasses project. The company used to have unlimited tokens, but now they’ve imposed restrictions. Then came massive layoffs to optimize costs and improve financial reports. The large-scale model they’ve been pouring money into still hasn’t delivered. Saw an interview video with a META employee. Said Zuckerberg’s wolf-like corporate culture is too intense, similar to Musk. Companies with wolf-like cultures can’t do AI well—they’re not flat enough. Zuckerberg wants to do everything, but ends up doing nothing well. Yesterday’s dip? Everyone’s overthinking it. Storage stocks surged too much earlier, now it’s just a consolidation phase. After SK Hynix goes public, things should gradually stabilize. Same goes for other popular stocks. The growth logic for the entire AI sector hasn’t changed.