fintechgirl 🇰🇷
@fintergirl
✨매매기록&마켓 브리핑ㅤ
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Joined December 2023
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He's basically saying neoclouds are the digital asset treasuries of AI
The business model only works in euphoric markets
It's simply intellectually dishonest to not admit this
$PANW CEO on neocloud economics:
"In 2 years from now you will be able to buy a neocloud for less than they raise at today."
"Neoclouds are a capex & IRR business, when supply demand finds balance, equity will normalize. Equity to fund Capex only works in a euphoric market."
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