sell the compute or keep it

on Mark Zuckerberg's mind since 2026-07-04

The history

1. 2026-08-17— #3 · 12% · rising — The AI cloud reveal that's supposed to justify the capex
2. 2026-08-09— #4 · 12% · new this week — Offered a 'Significant Premium' for Meta's Compute, He Said No
3. 2026-08-08— #4 · 11% · new this week — Buyers Offered a 'Significant Premium' for Meta's Compute. He Said No.
4. 2026-08-03— #2 · 19% · steady — Meta Discovers It Might Be a Cloud Company
5. 2026-07-31— #4 · 11% · new this week — Selling Compute Is 'Foolish' — Until It Pays the Bill
6. 2026-07-30— #4 · 13% · new this week — Sell the Compute or Keep It: Meta's Cloud Riddle
7. 2026-07-27— #2 · 22% · new this week — He rents $35B of CoreWeave — then announces he's a landlord too
8. 2026-07-19— #3 · 14% · steady — Meta launched a cloud business and had its best stock week since 2024
9. 2026-07-18— #3 · 13% · fading — Meta launches a cloud business, stock posts best week since early 2024
10. 2026-07-12— #3 · 14% · steady — Meta's New Cloud Play Sinks CoreWeave 11%
11. 2026-07-11— #2 · 20% · steady — Meta Floats Renting Out AI Compute — CoreWeave Drops 11%
12. 2026-07-10— #2 · 22% · steady — Zuck Floats Renting Meta's Idle AI Compute to All Comers
13. 2026-07-09— #4 · 13% · fading — Renting Out the Rack
14. 2026-07-08— #4 · 11% · new this week — While AI stumbles, Zuckerberg quietly builds a cloud rival to AWS
15. 2026-07-05— #3 · 14% · fading — Meta Eyes Cloud Business While Wall Street Eyes Margins
16. 2026-07-04— #2 · 24% · steady — Meta Eyes Cloud Business While Wall Street Eyes Margins