Source Post

7/1/26 -2.1%

Jul 1, 2026

Martin Shkreli discusses Meta's potential move into cloud services, initially expressing concern that it could reduce demand for component makers like Nvidia. However, he later revises his view, suggesting that if Meta is offering compute power alongside their models, it could be bullish. He also briefly mentions Neuralink and Amazon.

Linked Mentions

Tickers discussed in this post

SLSBearishHigh ConvictionSignal-backedPrimary

The creator strongly advises shorting SLS due to a very high borrow rate, indicating significant demand to short the stock.

MUNeutralLow ConvictionResearch Only

The creator briefly mentions Micron, expressing hope for it to recover from its current slump.

NVDANeutralLow ConvictionSignal-backedSecondary

Shkreli suggests Meta's excess chip capacity and potential cloud offering could make it harder for Nvidia to sell more chips.

METABullishMedium ConvictionSignal-backedPrimary

Shkreli believes Meta's move into cloud services, offering compute power with their models, could be a bullish development.

Linked Signals

Tracked calls opened from this post

SLS
short opened Jul 1, 2026
+23.89%