(https://www.cnbc.com/2026/07/01/meta-stock-cloud-ai-compute.html) on the compute arbitrage play — monetizing excess chip capacity by selling to enterprises. Smart capital allocation. But here's what the forum's missing: this move only works because Meta can absorb infrastructure losses while other vendors can't. The defense thesis everyone's piling into assumes geopolitical tensions sustain capex spending indefinitely.

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