Calls
1
u/dylanavocado
Reddit r/wallstreetbets
Win Rate
100.0%
return
+12.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 08
$195.19
+12.2%
Meta signed a $27B partnership with Nebius in March, and the recent "Meta Compute" sell-off ignores that Meta is a customer, not a competitor. Contracted power surged from ~1GW to 3.5GW+. Nvidia committed $2B. 24% short interest on a 35% drawdown + Nasdaq-100 forced buying + Q2 earnings in weeks creates a classic squeeze setup. The stock previously rallied $200→$300 in five weeks without a catalyst. The sell-off is an overreaction to headline risk; fundamentals unchanged. A beat on earnings could trigger a sharp re-rating and squeeze. Meta actually pivoting to compete in cloud compute; broader AI capex slowdown; earnings miss; continued dilution or management missteps.
Meta signed a $27B partnership with Nebius in March, and the recent "Meta Compute" sell-off ignores that Meta is a customer, not a competitor. Contracted power surged from ~1GW to 3.5GW+. Nvidia committed $2B. 24% short interest on a 35% drawdown + Nasdaq-100 forced buying + Q2 earnings in weeks creates a classic squeeze setup. The stock previously rallied $200→$300 in five weeks without a catalyst. The sell-off is an overreaction to headline risk; fundamentals unchanged. A beat on earnings could trigger a sharp re-rating and squeeze. Meta actually pivoting to compete in cloud compute; broader AI capex slowdown; earnings miss; continued dilution or management missteps.
NeoCloud
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u/dylanavocado has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: NBIS.
