$META and $NVDA expand their partnership to deploy

$META and $NVDA expand their partnership to deploy Nvidia’s full AI stack across Meta’s hyperscale data centers.

Meta is rolling out millions of Blackwell + Rubin GPUs alongside Grace CPUs + Spectrum-X networking to scale training and inference across its platforms. pic.twitter.com/H59hYEyu1J

— Shay Boloor (@StockSavvyShay) February 17, 2026

所有跟帖： 

• Meta will be the next google. 我乱说的，哈哈。 -bogbog- ♀ (0 bytes) () 02/17/2026 postreply 13:51:56

• 我有不少META 和谷歌。希望META如同谷歌一样打个翻身仗。 -桃花源里人家- ♂ (0 bytes) () 02/17/2026 postreply 15:39:59

• Massive partnership. -bogbog- ♀ (0 bytes) () 02/17/2026 postreply 15:58:46

• 现在我主要就是Google和META -ihavingfun- ♂ (0 bytes) () 02/17/2026 postreply 16:43:25

• 我觉得不会，也不需要 -凊荷- ♀ (319 bytes) () 02/17/2026 postreply 16:50:58

• Jim Cramer: -chyang98- ♂ (503 bytes) () 02/17/2026 postreply 13:57:41

• 哈哈，poor guy! -chyang98- ♂ (0 bytes) () 02/17/2026 postreply 14:00:03

• No wonder AVGO dropped a little afterhours -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 15:01:08

• AMD 也掉了些 -小松松- ♀ (0 bytes) () 02/17/2026 postreply 15:18:18

• AMD如果到160左右下去补gap, 也是generational buy, 这下金条也卖光了，没钱了怎么办 -bogbog- ♀ (190 bytes) () 02/17/2026 postreply 15:21:24

• 等着它去补缺口～ 其实不补缺口目前这个价位也行～ -小松松- ♀ (0 bytes) () 02/17/2026 postreply 15:37:32

• AVGO本来我还希望他跌到250， 哈哈， a generational buy。 把金条都卖了进去买， -bogbog- ♀ (33 bytes) () 02/17/2026 postreply 15:18:32

• 270 is very likely in next 2 months -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 15:19:47

• 那得大盘配合，比如到6500。。 那时很多股票会有好价格～ -小松松- ♀ (0 bytes) () 02/17/2026 postreply 15:40:03

• Purely TA wise, 6500 is a real possibility -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 16:22:57

• 是的。。感觉最多再反弹一天还得掉头向下。。 -小松松- ♀ (0 bytes) () 02/17/2026 postreply 16:25:56

• wow。 还有那样的机会。 thanks -Blueview2026- ♂ (0 bytes) () 02/17/2026 postreply 16:37:52

• Some even see 5800, but we will save that for another day -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 16:23:43

• Wow…那回调规模就跟去年4 月差不多了。目前腰斩的个股要到脚脖子了 -小松松- ♀ (0 bytes) () 02/17/2026 postreply 16:26:27

• 苹果今天是怎么了， 涨了这么多？ 刚刚才看到 -bogbog- ♀ (0 bytes) () 02/17/2026 postreply 15:50:29

• No idea, wont complain, lol -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 16:20:53

• 老大为啥觉得它会跌到 270？ Meta和 NVDA这个deal 对博通影响很大吗？还是因为大盘要跌？ -老实8交- ♂ (227 bytes) () 02/17/2026 postreply 16:28:10

• 如果大盘回调，恐慌抛售，270很容易就到了。如果到了，毫不犹豫的买入， 忽略所有噪音 -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 16:38:40

• 谢谢，看来是因为大盘而暴跌的可能性大一些 -老实8交- ♂ (0 bytes) () 02/17/2026 postreply 16:50:46

• 三心哥，如果大盘回调到6500，普跌的情况下，mag7和avgo，pltr，nflx优先捞哪几个？ -10miDream- ♀ (0 bytes) () 02/17/2026 postreply 19:19:38

• Buy all of them :) -三心三意- ♂ (0 bytes) () 02/17/2026 postreply 19:55:25

• 啊哈哈哈，我希望我有很多钱，可以buy all -10miDream- ♀ (0 bytes) () 02/17/2026 postreply 21:38:01

• PLTR前几天120 附近可以加的 -NewLeaf2021- ♀ (0 bytes) () 02/18/2026 postreply 06:24:52

• Big guys used 83% of cash flow to invest in AI infrastructur -越王剑- ♂ (130 bytes) () 02/17/2026 postreply 15:07:29

• 魔教是投啥的？哈哈哈 -10miDream- ♀ (0 bytes) () 02/17/2026 postreply 19:26:21