Nebulizer(@SMASIMHO):$ORCL FUD spreading to $NBIS and other AI Infra players again. Read the full print. $MSFT doesn't want to renew a deal for A100s LOL. "renting became less useful because it no longer fit the company's specification" "Oracle hardware used older-generation $NVDA chips"

Nebulizer

@SMASIMHO

10/31: 100% $NBIS (seriously now) Substack @nebulizerlabs Opinions are biased. Portfolio is undiversified.

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Nebulizer@SMASIMHO

2026.11.06 17:52

$ORCL FUD spreading to $NBIS and other AI Infra players again. Read the full print. $MSFT doesn't want to renew a deal for A100s LOL. "renting became less useful because it no longer fit the company's specification" "Oracle hardware used older-generation $NVDA chips"