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“Besides the stronger dollar and rising 10 year Treasury yields compressing valuations for software and neocloud names, there may be another reason. $nbis $crwv ”
@au_xbt · AU🧲
CRWV, a GPU cloud name dependent on external capital, faces dual compression from rising yields and the unsustainable AI capex circular loop
CRWVSHORT@ $103.08
$72.00+30.15%
since call Jun 24
peak +41.1%
“The biggest loser is $NBIS.”
@au_xbt · AU🧲
NBIS, the most valuation-sensitive neocloud name, gets hit hardest as the circular AI capex loop unwinds under rising yields
NBISSHORT@ $256.55
$188.07+26.69%
since call Jun 24
peak +42.8%
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🧲
Seaport's Sell on NVDA: the circular AI capex loop between Nvidia and its cloud customers is unsustainable, threatening Nvidia's revenue outlook
NVDASHORT@ $199.21
$199.57-0.18%
since call Jun 24
peak +5.3%
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