23bobsmith23
Nov 4, 3:47 PM
Anything to do w Neo cloud is not working
$ORCL $NCLD $NBIS $IREN $CRWV
All 5 are doomed
Larry Ellison borrowed too much and promised too much and has under delivered
Newcloud etf typically marks a top w a 1-6 month time frame
(Like disk dram for memory top)
Meta will toppled nbis selling compute when they realize it’s in their best interest
Iren Mike Alford is a 🐍
Bard Gerztsner went on tv and said he owned zero coreweave
I think all can fall 15% by Thanksgiving and 50% by the spring
2 replies