Call · @atlasshrug1 · unranked
@atlasshrug1
@atlasshrug1 · Mon, Aug 31
John Galt@AtlasShrug1I think all of the neoclouds remain shorts here…most vulnerable to me are $CRWV $SHAZ and $BRUN, though $NBIS also has a lot of risky assumptions embedded in its price I don’t feel comfortable with. I don’t care for $IREN or $APLD much either. 🤮4d agoview on X ↗
I think all of the neoclouds remain shorts here…most vulnerable to me are $CRWV $SHAZ and $BRUN, though $NBIS also has a lot of risky assumptions embedded in its price I don’t feel comfortable with. I don’t care for $IREN or $APLD much either. 🤮
tweeted Mon, Aug 31 · counted from Tue, Sep 1 close
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Exit CRWV, Exit SHAZ, Exit BRUN, Exit NBIS, Exit IREN, Exit APLD · High confidence
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