TheBigBerbowski(@TheBigBerbowski):This data center volatility is getting ridiculous. It's not high beta stocks reacting to actual news. It's the fact that every headline gets twisted into FUD that dumps the whole sector 10% in a day. We're at the point where if $MSFT's Satya Nadella looks unhappy with his morning coffee, $NBIS drops 10% on "bearish data center" narrative because what if his bad mood infects the sales team and ruins neocloud deals? I might cause -2% drop in AI sector with this tweet.

TheBigBerbowski

@TheBigBerbowski

Independent research (AI infra, semis + microcaps) | Background in IT, economics, product. Link to my website, live chat, trades. ⬇️

参加 July 2025

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TheBigBerbowski@TheBigBerbowski

2026.11.06 18:05

This data center volatility is getting ridiculous. It's not high beta stocks reacting to actual news. It's the fact that every headline gets twisted into FUD that dumps the whole sector 10% in a day. We're at the point where if $MSFT's Satya Nadella looks unhappy with his morning coffee, $NBIS drops 10% on "bearish data center" narrative because what if his bad mood infects the sales team and ruins neocloud deals? I might cause -2% drop in AI sector with this tweet.