Shay Boloor(@StockSavvyShay):Rothschild Redburn comes out bearish on AI compute initiating Sell ratings on both $NBIS and $CRWV questioning whether AI compute “unit economics” can hold. Its bear case is that lower GPU pricing, more in-house capacity and expensive financing eventually compress returns.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

324 フォロー中 453.7K ファン

Shay Boloor@StockSavvyShay

2026.09.21 11:03

Rothschild Redburn comes out bearish on AI compute initiating Sell ratings on both $NBIS and $CRWV questioning whether AI compute “unit economics” can hold. Its bear case is that lower GPU pricing, more in-house capacity and expensive financing eventually compress returns.