According to @StockMarketNerd, META’s founder-led discipline includes a willingness to pivot spending to support the share price, with a 2022 shift cited as precedent. According to @StockMarketNerd, META does not rent GPUs and lacks a public cloud business tied to GPU rental growth, limiting exposure to that revenue cycle. According to @StockMarketNerd, management has indicated capacity to deploy more compute to monetize the core business, and if capex slows because capacity proves sufficient, free cash flow could balloon, flexible compute can be reallocated, and depreciation growth would modestly slow over the coming years. According to @StockMarketNerd, the post does not mention any cryptocurrencies or tokens, indicating no direct crypto market linkage in this update.

According to @KobeissiLetter, Oracle stock ORCL fell about 6 percent intraday after reports the company lost roughly 100 million dollars tied to rentals of Nvidia chips in the most recent quarter, source: @KobeissiLetter on X, Oct 7, 2025. The post notes the decline extended on the report and does not include additional financial details or official company confirmation, source: @KobeissiLetter on X, Oct 7, 2025. The source makes no mention of any cryptocurrency market impacts, source: @KobeissiLetter on X, Oct 7, 2025.