Gobe@StrateGeeeAgreed. Trimmed $NBIS at exactly $239.58. It was only like a 5% haircut. Would buy again if every trim at that time wasn’t already earmarked. This risk/reward has only improved. When we see $200-300 again is the only unknown. They will execute no matter the share price.
Moody@MoodyWriter13There’s a lot of debate on X right now about whether $CRWV could collapse and what that would mean for the entire neocloud sector. I raised this question 8 weeks ago, when the $PANW CEO predicted that many neocloud providers could be available at significantly lower prices in