Francis(@FrancisCashFlow):hate to say it, but the faster we can send $iren $wulf $apld $corz to zero, the better it'll be for $nbis as these names become smaller, we'd see less sector contagion during pullbacks, capital rotation into relative strength, and differentiation based on underlying fundamentals the sooner the market stops treating every "neocloud" the same, the better

Francis

@FrancisCashFlow

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Francis@FrancisCashFlow

2026.10.29 18:03

hate to say it, but the faster we can send $iren $wulf $apld $corz to zero, the better it'll be for $nbis as these names become smaller, we'd see less sector contagion during pullbacks, capital rotation into relative strength, and differentiation based on underlying fundamentals the sooner the market stops treating every "neocloud" the same, the better