CUPandHANDLE_CHARTS
Nov 10, 9:27 PM
$NBIS ~ NebiusAI DOWN -5.27% today and was a top “picks-and-shovel” AI infrastructure capex debt boom play in Q2 2026 from former 4x leveraged Silicon Valley hedge fund manager of the now infamously “margin called” and closed down “Situational AI Unawareness” 24 yearold wonder kid Leopold Ashenbrenner who was betting on with 4x leverage in Q2 2026 the full-stack of “neocloud” AI data providers, proprietary AI servers, and the NVIDIA GPU data center Capex buildouts. Good luck everyone. "Circular financing, opaque accounting, financial engineering, trillions in off balance sheet debt, "round tripping" circular customers, "channel stuffing", offshore shell companies & "SPV's" (special purpose vehicles) in the Cayman Islands & Bermuda, what's not to like about this 2026 USA 3 trillion "Off Balance Sheet" AI Infrastructure Capex debt boom {Jenga Tower}"
$NVDA $IREN $BE $QQQ
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