Paradis Labs
@ParadisLabs
AI & Semiconductor Research | Not Financial Advice | DYOR
加入 March 2026
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Neoclouds: A Short Story
-> $NBIS: 242% YTD - "Nebius will take care of you" ( $NVDA's Jensen Huang).
-> $CRWV: 67% YTD - debt machine.
-> $IREN: 58% YTD - excessive dilution.
Nebius will become a $100B company in Q3.
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