Pepe Invests
@pepemoonboy
I like to talk about stocks, real estate, AI, Bitcoin, Pokemon, and financial freedom.
Let’s escape the matrix.
Not financial advice. Purely entertainment.
加入 January 2025
343 正在关注 68.1K 粉丝
You know who needs Neoclouds to survive?
NVIDIA.
You know who is the most valuable company in the world?
NVIDIA.
You know who competes with Neoclouds?
SpaceX.
Stop overthinking this…
$SPCX $NBIS $NVIDIA
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Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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