The creator strongly advises shorting SLS due to a very high borrow rate, indicating significant demand to short the stock.
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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.
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The creator briefly mentions Micron, expressing hope for it to recover from its current slump.
Shkreli suggests Meta's excess chip capacity and potential cloud offering could make it harder for Nvidia to sell more chips.
Shkreli believes Meta's move into cloud services, offering compute power with their models, could be a bullish development.
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short opened Jul 1, 2026
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