Meta could surge if it licenses out its compute hardware to address shortages; currently speculative as no such deal is announced.

Meta's got a little move today. That's nice. I I think Meta is like primed for an explosion, especially if they come out and say, "Hey, boys and girls, you know how everyone's waiting for Elon Musk's compute?

Want to just use ours right now instead?" and and they just announced these crazy partnership deals where now they're just printing money uh licensing out the hardware that they have uh given that there's such a shortage now and now is the time to take tendies on it for them.

That wouldn't surprise me. Hasn't happened yet. So, it could be wrong, but uh that's what I'd be looking for.

Meta. Hey. Hey. That's the one we talked about this morning.

Uh, and you know, it's funny, you know, a lot of stocks are not trading near their LEOD lows. I think Meta kind of still is. Uh, Leopold was right here. Was Leopold. Oh, no. I mean, that's you're not that far off from your LEOD lows. 544 was like your LEOD lows for Meta. You're pretty freaking close to that.

Meta's holding on to 3%.

Other big customers, including Meta and OpenAI.

Meta's still holding on to two and a half.

Still getting a bounce on Meta.

Meta might almost be a little bit more mature at this point.

So, is there a risk that if Meta and OpenAI producing their Jalapeno chip uh and Meta acquiring their own hardware and Microsoft acquiring their hardware, is it possible that maybe they don't need Coree and is that the risk?