Post by M. V. Cunha on X
M. V. Cunha@mvcinvesting
X🚨 VERY bullish news for AI infrastructure stocks.
Mark Zuckerberg just announced a new top-level initiative called Meta Compute.
$META plans to build "tens of GWs this decade, and hundreds of GWs or more over time."
I wouldn’t be surprised to see another contract with $NBIS.

1.1K likes56 repliesPosted Jan 12, 2026