The Analysts

@norveclifinance

@norveclifinance · Fri, Aug 14

Norveçli@norveclifinance
US data centers take 2–3 years to build, power infrastructure is constrained, and projects keep getting delayed. By the time heavily indebted neoclouds like $NBIS, CoreWeave and $IREN bring capacity online, some of the hardware they bought may already be outdated. Add circular
22d agoview on X ↗

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Read as

Exit NBIS, Exit CRW, Exit IREN · Medium confidence

Confidence

Medium0.86

Counted from

Mon, Aug 17 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.