NBIS was rebounding nicely these past two days, but then Meta announced its entry into the cloud computing/AI computing power market, and it tanked -13% instantly! Totally feel the pain CRCL holders experienced yesterday! Llama is performing so poorly, it doesn’t need that much computing power. Zuck has no choice but to rent out the computing power, pretty much the same situation as Musk’s xAI. But AI computing resources are still in short supply in the coming years, so this is just a short-term bearish signal. Holding on!