$Meta Platforms(META.US)$Direxion Semicon Bull 3X(SOXL.US)My take on the Meta thing: Market-based measures have optimized the resource allocation efficiency of computing infrastructure, similar to how a planned economy is being adjusted. It doesn't affect the overall supply-demand imbalance issue of the entire silicon-based industry. Locally, it might even increase the tolerance for internal competition among various CSP/CAPEX spenders: computing power is still something to fight for; it's better to scale it up in your own hands; if you really can't scale it up, you won't lose out (you can still resell it).
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