王不爱|7月 06, 2026 14:07
You guys are so loud with the mocking ahhhhhhh!!!!
The AI storage sector got kicked straight into a golden pit by Meta’s Zuckerberg last week…
The situation is actually pretty simple: Meta plans to sell off its excess computing power.
As soon as the market heard that Meta was selling computing power, everyone was like, what’s the point of GPUs and storage then?
And just like that, storage assets like SNDK, MAmericaTX, and WDC all tanked!!!
: https://(msx.com)/register?code=jUTs61
I’m so pissed off Meta, your large models aren’t even being used, that’s why you have extra computing power. It’s not because the market doesn’t need storage anymore.
This move makes me feel like AI has shifted from a hype phase to a commercialization phase.
Now, people won’t blindly hype you up just because you’re in the AI industry. Just look at Meta’s stock performance last year—it barely moved .
So, the demand for storage hasn’t decreased. As long as the AI boom continues, the demand for storage will still be there.
Micron, SanDisk, Samsung, SK Hynix—these companies’ earnings reports will still look good, and good earnings will reflect in their stock prices.
For those of you who were scared of heights and didn’t dare to chase high prices before, now’s really a good time to consider buying some U.S. stocks!
MSX’s latest "AI Infrastructure Gold Rush" covers 18 themed assets, including storage, optical communications, AI servers, and data centers.
During the event, trade designated assets to share a 40,000 USDT prize pool. Let’s go!! Let quality assets flow freely!!!
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