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in postSHORT
“Today I am still waiting for the neocloud crash to unfold”
@au_xbt · AU🧲
CoreWeave is the purest neocloud name poised to collapse as the AI capex circular funding loop unravels.
CRWVSHORT@ $94.47
$71.93+23.85%
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🧲
Nvidia is at the center of a circular AI capex loop with Broadcom that a Seaport analyst rates a Sell, warning its financial outlook is increasingly uncertain.
NVDASHORT@ $188.81
$199.95-5.90%
since call Jun 26
peak +1.3%
in postSHORT
“$NBIS is expected to continue its sharp downside move at today's US market open, printing another large red candle.”
@au_xbt · AU🧲
NBIS is in a confirmed descending staircase breakdown; the market is waking up to neocloud overvaluation.
NBISSHORT@ $236.66
$188.63+20.30%
since call Jun 26
peak +38.3%
TIMESTAMPS
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