Linda

[Linda @ThePsychicGenie]

@TheRealTci Or maybe they raise AI capex and guidance due to AI revenue increases

[Linda @ThePsychicGenie]

@bubbleboi Lol

[Linda @ThePsychicGenie]

@grantcohn It’s going to be like bitcoin. Only so many BA shirts exist, supply dwindles every year, value goes up

[Linda @ThePsychicGenie]

@damnang2 People forget that the biggest moat for neoclouds is power, not GPUs. Many of them have existing grid access from crypto mining. Takes 3-5 years for new grid access typically

[Linda @ThePsychicGenie]

@MitchMartan98 Why would we be talking about slowdowns when they JUST guided AI capex less than 3 months ago? That would be absurd. Maybe they’ll slow down someday, but not anytime soon.

[Linda @ThePsychicGenie]

@LiebermanAustin How are hyperscalers going to replicate grid access, when it takes 3-5 years to get permits? Companies like IREN, APLD, CIFR, WULF, GLXY have access to the grid from their crypto mining business. THAT'S their moat.

[Linda @ThePsychicGenie]

@VKMacro if you read the press release it's literally just a plea to the market to not punish them too hard if internal plans fail bc there's a "backup plan". These overreactions are ridiculous.

[Linda @ThePsychicGenie]

@DollarCostAvg if you read the press release it's literally just a plea to the market to not punish them too hard if internal plans fail bc there's a "backup plan". These overreactions are ridiculous.

[Linda @ThePsychicGenie]

@compound248 if you read the press release it's literally just a plea to the market to not punish them too hard if internal plans fail bc there's a "backup plan". These overreactions are ridiculous.

[Linda @ThePsychicGenie]

@StockMarketNerd if you read the press release it's literally just a plea to the market to not punish them too hard if internal plans fail bc there's a "backup plan". These overreactions are ridiculous.

[Linda @ThePsychicGenie]

@JaguarAnalytics Dumbass

[Linda @ThePsychicGenie]

@sigmazerocap You have no idea what you’re talking about lmao. Gonna look pretty dumb in very near future

[Linda @ThePsychicGenie]

@jimcramer Many of the neoclouds have access to grid power from their crypto mining businesses. That’s their real moat and something that other hyperscalers don’t have and desperately need. New grid access could take 3-5 years.

[Linda @ThePsychicGenie]

@oguzerkan Many of the neoclouds have access to grid power from their mining business. That’s a moat that none of the companies you mentioned can replicate. New grid access takes 3-5 years at minimum. CIFR, APLD, IREN, etc… already have the power hookups.

[Linda @ThePsychicGenie]

@ripster47 Do you exit the trade, then get back into it on reclaim? Or holding it the whole time?

[Linda @ThePsychicGenie]

@DeepValueBagger Imagine thinking these TPUs from hyperscalers are a threat to NVDA dominance.

[Linda @ThePsychicGenie]

@GrindeOptions Crappy company

[Linda @ThePsychicGenie]

@EndicottInvests Feel bad for the shareholders for owning such a POS company

[Linda @ThePsychicGenie]

@meeijer Worse stock in all of AI

[Linda @ThePsychicGenie]

@DudeWhoInvests This news came out end of last week. Not like it happened after market close