TheBigBerbowski
@TheBigBerbowski
Independent research (AI infra, semis + microcaps) | Background in IT, economics, product.
Link to my website, live chat, trades. ⬇️
가입 July 2025
736 팔로잉 중 25.1K 팬
Not connected in any way with AI infra stocks. Yet algos read $ORCL $MSFT news, check tag "data center", command: sell everything.
If anything, this could be bullish for finX faves. $NBIS
$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"
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