fintechgirl 🇰🇷(@fintergirl):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

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fintechgirl 🇰🇷@fintergirl

2026.08.27 11:24

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

Wall St Engine@wallstengine

2026.08.27 08:54

$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."