Editor’s Note: My new AI trading algo is the AI Profit Predictor. And it’s finding new trades with some amazing results. |
100% in Tesla in just over 3 weeks. 114% in Paramount in 7 days. 229% in Freeport in 26 days. |
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Shares of Meta Platforms (Nasdaq: META) jumped about 9% in a single day. |
The catalyst wasn't earnings or a new product. It was a Bloomberg report that Meta is building a cloud business to sell its excess AI computing power to other companies. |
That one report reframed a stock that many investors had given up on. Meta was down roughly 7% for the year heading into Wednesday. Investors had questioned whether the company would ever earn a return on its massive AI spending. |
Meta raised its 2026 capital expenditure guidance to a range of $125 billion to $145 billion — almost entirely to build data centers and buy chips for its own AI ambitions. |
The market's fear was simple: all that money going out, with no clear path to money coming back. |
Want to get next week’s AI trades? Here’s a link to check it out. |
Selling excess compute changes that math. |
The plan, reportedly run under an internal unit called Meta Compute, would rent out capacity Meta isn't using for itself. It could also sell access to Meta's own AI models running on that infrastructure — an approach similar to Amazon's Bedrock. |
If it works, it puts Meta in direct competition with the three cloud giants: Amazon Web Services, Microsoft Azure, and Google Cloud. Those businesses generate billions renting computing power to other companies. |
And here's what caught my eye — Meta didn't invent this move. |
Elon Musk's SpaceX got there first. Earlier this year, SpaceX's xAI unit signed a deal with Anthropic to take all the capacity at its Colossus 1 data center, then struck similar leases with Google and Reflection AI. Compute built for one company's own use, sold to others for cash. |
Meta is now running the same playbook. |
The bigger idea is this: the winners of the AI race may not be whoever builds the best model. They may be whoever owns the data centers — and can rent them out when demand outstrips their own needs. |
For the last year, Meta's AI spending was the bear case. If the company can turn that spending into a second revenue engine, it becomes the bull case. |
My team just unveiled a new AI Profit Predictor. It’s an innovative way to use AI to find trades with a high probability of profit. And it’s already delivering amazing results. |
This includes +100% gains with Tesla, Freeport, Disney, Iron Mountain and Paramount since May 14. Plus, a 228% gain on Freeport on June 22. |
That’s 6 triple digit winners in the last 60 days! |
Here’s a link to get this week’s upcoming trades. |
Ian Wyatt
Editor, Daily Profit |
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