Nov. 7 at 11:20 PM
$NBIS $NEBX
even if we are in a bubble it won’t matter.
Infrastructure turns over every two years and becomes outdated and if ai data centers become unprofitable and its seen as a money loss , the company that builds the cloud infrastructures for everyone will stand to gain no matter what until there’s a clear winner
Conservative prediction is that the price appreciates by 24-25%+ throughout the 1st quarter even if broader indexes fall.
Be aware that the govt. has to pay back the tariff revenue to the companies that they collected tariff payments from.
This alone tagged with the Feds plan to print more money could drive inflation higher
But inflation isn’t bad at first, it’s bad after a year or two.
2020 inflationary impacts happened in 2022
