← AU🧲Trade on Hyperliquid →Trade on Hyperliquid →
in postSHORT
“NeoClouds will collapse sooner rather than later. They lack real businesses and represent the weakest link in the entire AI capex cycle”
@au_xbt · AU🧲
Neoclouds are the weakest link in AI capex — locked to NVIDIA pricing, burning cash, and facing collapse as customers and capital flee.
CRWVSHORT@ $95.24
$71.85+24.55%
since call Jun 28
peak +37.0%
in postLONG
“These neocloud companies are effectively locked into NVIDIA. Their costs remain high and they cannot diversify supplier risk.”
@au_xbt · AU🧲
NVIDIA's coercive GPU lock-in over neoclouds is a moat, not a risk — pricing power is structurally entrenched.
NVDALONG@ $189.32
$199.76+5.51%
since call Jun 28
peak +11.1%
TIMESTAMPS
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