Situational Awareness
☁️ Meta is the tape today — +6.7% premarket on a cloud-entry report. Bloomberg says Meta plans to sell its excess AI compute to outside customers under an internal unit dubbed “Meta Compute,” putting it head-to-head with AWS, Azure, and Google Cloud. A $1.5T name moving 6.7% is the whole market’s story, not one stock’s.
📅 Holiday-th…
