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가입 January 2009
362 팔로잉 중 2.1M 팬
Elon Musk just warned that 200+ neoclouds face “guppy-level death.” $CRWV and $NBIS are feeling it today.
@BrianSozzi says the market’s worried about the wrong thing: “Backlog’s not the problem.” The real problem is how much CoreWeave will have to raise to deliver on that backlog while yields and borrowing costs climb.
Is this the start of the AI cloud shakeout? 👇
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