ahed

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@KrisPatel99 Jensen Huang just said that they dont need to backstop CRWV. Why do you keep spreading FUD? CRWV have 135b dollars in backlog.

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@KrisPatel99 Its funny you are long AVGO when you think the capex has peaked in 2027

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@mrLamboTrader @KrisPatel99 Its unbelieveable.. The capex peak from hyperscalers is indeed not good for the semiconductors long term but it was nothing to do with Nebius and CRWV💀

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@longinvest32 The horizon below 100$?

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@longinvest32 📉📉📉

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@FunOfInvesting Prob going even lower with this Nvidia thing going on. Too much uncertainty. Macro also shit with rate hikes incoming.

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@YieldTheories Nebius is going below 100. Not done correcting👌🏻

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@davecompounds Past stock actions is not equal certain stock action in the future 😬

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@babyfolio We will not see 200$ for many years

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@EndicottInvests Not even started yet. Wait until Trump attacks Iran again👀

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@FunOfInvesting We need you live to calm nerves down😂

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@QC_Capital_ Below 20$ for sure

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@Funmentalist Market is relentless and will risk off going into 2027. Only positive free cash flow and long time compoundingn companies will thrive in 2027, unfortunelay 😬

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@Funmentalist Iren will prob not show good earnings and will drag all the other players even further down 💀

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@babyfolio Fair

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@babyfolio Maybe they dont adress it to the public because it is not all just narratives and manipulation but because the fear is valid and it might have an impact on the AI companies?

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@danielisdizzy Problem is that market wont give a shit about how much the will make in EPS in FY2028 if they know it has peaked that year😬

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@Funmentalist This could be really nasty

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@QC_Capital_ Differently not