← AU🧲Trade on Hyperliquid →Trade on Hyperliquid →
in postSHORT
“是的，neocloud最先崩”
@au_xbt · AU🧲
Neocloud names collapse first as circular AI capex becomes unsustainable; CRWV is the purest short
CRWVSHORT@ $97.57
$71.95+26.25%
since call Jun 26
peak +37.0%
in postSHORT
“Seaport Research analyst Jay Goldberg believes the circular investment structure between semiconductor companies and AI infrastructure providers is making Nvidi”
@au_xbt · AU🧲
Circular AI investment loop makes Nvidia's demand outlook increasingly uncertain; Seaport has a Sell
NVDASHORT@ $196.17
$199.88-1.89%
since call Jun 26
peak +1.3%
TIMESTAMPS
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