Situational Awareness
🏗️ Fresh Meta buildout news is the driver, not just an oversold bounce. Meta announced Wednesday (7/8) it will spend ~$10B on a 1-GW data center in Alberta — its first in Canada and largest outside the U.S. — plus a 1-GW site in Indiana, layered on its ~$600B U.S. AI-infrastructure plan through 2028 (~$115–135B in 2026 alone; Prome…
