fintechgirl 🇰🇷
@fintergirl
✨매매기록&마켓 브리핑ㅤ
Borderless Finance Insights
Opinions are strictly my own
📩 DM for research inquiries / collaboration.
加入 December 2023
6.1K 正在关注 4.5K 粉丝
He's basically saying neoclouds are the digital asset treasuries of AI
The business model only works in euphoric markets
It's simply intellectually dishonest to not admit this
$PANW CEO on neocloud economics:
"In 2 years from now you will be able to buy a neocloud for less than they raise at today."
"Neoclouds are a capex & IRR business, when supply demand finds balance, equity will normalize. Equity to fund Capex only works in a euphoric market."
显示更多
