“I don't know. I mean, I think, well, go ahead. I mean, the…” — Bloomberg Surveillance at 13:24
“I don't know. I mean, I think, well, go ahead. I mean, the one thing I had in mind before coming into earnings is if a company doesn't raise their CapEx in an environment where memory prices are up 20, 30%, to me, they are cutting back somewhere else. And that would be my interpretation for Meta is because they…”
0:00
17:40