Roughly $80 billion comes off a $1.3 trillion company in one session, an outsized single-day move for a mega cap this size. No confirmed catalyst yet, so the next few sessions decide how much of it sticks.
Latest Activity
The dips keep on dipping
With AI names down 10% or more, 341 comments argue over whether regulatory noise justifies the selloff, and the top replies show retail is out of dry powder. Dip buying only works if you still have cash when the dip arrives.
A politician who ran against data centers is now courting one, a sign Meta keeps leverage on permitting and incentives as its AI buildout costs climb.
$META president says a newly elected governor who made data centers a campaign issue asked to meet after inauguration: “As soon as we get past the inauguration, let's meet, because we don't want to lose this investment in our town." "We don't want these jobs to go elsewhere.” https://t.co/GbhsEhIMlC
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- 1AMDsplit603 comments · 4.9K upvotes
- 2METAbearish241 comments · 1.4K upvotes
- 3GOOGLsplit361 comments · 1.1K upvotes
- 4ORCLbearish200 comments · 1.3K upvotes
- 5SPYbearish443 comments · 306 upvotes
AMD's earnings have retail traders arguing both sides across 603 comments, the loudest board on Reddit today. Meanwhile the mood is souring fast on Meta and heating up fast on Nvidia, a sign the AI trade is rotating.
Source: RedditEuropean investors just handed Meta a record order book for its first euro bond, days after a $15 billion dollar deal, which means the AI capex build is now being funded across two continents at once.
$META DRAWS A RECORD €53 BILLION OF ORDERS FOR ITS DEBUT EURO 🇪🇺 BOND SALE, BLOOMBERG REPORTS
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Meta's first euro-denominated deal comes weeks after S&P cut its outlook to negative on elevated capex, so the AI buildout is now being financed across two currencies rather than cash flow alone.
$META SEEKS AS MUCH AS €9 BILLION FROM DEBUT EURO BOND SALE
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Mad Money w/ Jim Cramer 11/3/26
- Cramer calls the mega caps millstones: Nasdaq rose 0.83% while the Dow fell 197 points
- Strong after-hours results from AMD and Arista Networks as proof non-Magnificent-Seven tech can lead
- Oracle's $10 billion block priced at $116 and traded to $126, a sign buyers see a floor in tech
- Wants a crescendo washout before committing more; Apple's reaction and a Palantir selloff weighed
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
Meta board member Marc Andreessen took his reported direct stake to zero, unloading roughly 20,950 Class A shares into prices between $606 and $614. A director clearing out entirely carries weight, and it lands with the FTC appealing its antitrust loss.
- 1ORCLbearish302 comments · 1.1K upvotes
- 2PLTRbullish310 comments · 1.1K upvotes
- 3INTCbearish71 comments · 935 upvotes
- 4AMDsplit171 comments · 954 upvotes
- 5METAsplit353 comments · 1.2K upvotes
RDDTsouring fast
Traders are turning bearish on Oracle even as it pulls 302 comments, while Palantir is the one AI infrastructure name they're still excited about. Meta draws the heaviest chatter with opinion split both ways, and Reddit's own stock is souring fast.
Source: RedditGreenspan called it "irrational exuberance" in Dec '96 and the Nasdaq still nearly 4x'd before topping, so being right about the bubble but early is just being wrong with extra steps. Amazon dumped ~90% in the crash and still became one of the best trades of the century, while META and ORCL print tens of billions in cash flow, they're not pets.com. Doom posts always sound smarter, but the money goes to whoever can sit through the ugly headlines, not to whoever predicts them.
The thread's argument is about financing costs: the claim that money-losing AI builders now face double-digit borrowing costs while profitable ones keep compounding. The top replies push back that being early on a bubble call is still being wrong.
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