[Opinion: 'Meta Selling Computing Power' May Aim to Boost Confidence in Company Valuation, Reaffirming Investment Opportunities in the Neocloud Sector] BlockBeats news, July 2, renowned analyst degentrading (@degentradingLSD) commented on the news of 'Meta selling computing power,' stating that Meta's own computing resources are extremely tight. The simplest reason behind yesterday's announcement of 'Meta planning to build its own cloud business and sell surplus AI computing power' is that Zuckerberg observed Xai renting out computing resources and being able to revalue its stock. For Zuckerberg to continue capital expenditures, he must signal to investors that these expenditures will ultimately bring cash returns to them. Additionally, degentrading cited Serenity's viewpoint, noting that the market seems to have forgotten that Meta is purchasing computing power from neocloud companies. Targets like NBIS and CRWV were mistakenly sold off by the market yesterday, and their current prices offer excellent risk-reward opportunities. [Original link]