LIWEI_TW Capital@LIWEI_TWCapitalNeoclouds are highly leveraged businesses—exceptionally sensitive to interest rates and weighed down by heavy depreciation. If the AI bubble bursts, they will be among the first to crack. I don’t think that burst is imminent, but I still wouldn’t recommend the sector to anyone.
Leonard@Leoskie_L新雲被殺：跌的不是 GPU，是借錢買 GPU 的人 今天新雲整排綠： CoreWeave CRWV −13.55% Nebius NBIS −8.45% IREN −7.70% TeraWulf WULF −6.17% Cipher CIFR −5.73% Applied Digital APLD −5.53% Hut 8 HUT −5.14% Core Scientific CORZ −4.99% 很多人讀成「AI
