Sandeep Anand@SanCompounding

🚨This is a ‘real risk’ for small/upcoming with Hyperscalers CDS rising, higher yields as new normal and data center being the ‘political flashpoint’ Am bullish on Neoclouds who has the cash on books, backstop from $NVDA and order visibility line $NBIS NFA

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close