Chip suppliers (Intel CPUs, Micron memory, Broadcom TPUs) will benefit from Meta's massive AI infrastructure buildout.
Meta's datacenter capex requiring CPU, memory, and TPU products creates significant demand for semiconductor suppliers
Zuck, go ahead buy more $INTC CPU, $MU memory and $AVGO TPUs products for your datacenter buildout. We know you like $NBIS, we got more capacity for you. We thank you.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +2.8% | +2.6% |
| 1 week | -0.9% | -1.5% |
| 1 month | -3.1% | -4.9% |
| 3 months | — | — |
| 6 months | — | — |