Travis Hoium@TravisHoiumWhat most investors don’t understand is that this is a downward spiral. A lower stock price is NOT A DISCOUNT, it means they can’t raise capital. Future obligations won’t be met. RPO is meaningless. It’s all a house of cards and it could crumble fast!!
Travis Hoium@TravisHoiumNeoclouds are a BAD business model! They're predicated on constantly raising capital by issuing debt and equity. The PROBLEM is you're selling a commodity. So, it's profitable and accretive until...it isn't. And when the market loses faith in you the game ends quickly!
