Alex A.C.@AnalysisOpPoor paperhands.... they will lose x2: panic selling now, and seeing how the stocks jumps to new highs in the next months MMs and Big Guys in WS know their weakness, and they act consequently. Perhaps there is a reason why poors keep poors 🤷♀️ $NBIS $ORCL $GOOGL
P Equity Research 📰@pequityresearchOne of the crazy quotes from an expert call I read was from a GPU Cluster Architect at Nebius and he was asked how they model compute demand and the response was: "Demand is essentially modeled as infinite right now. Generally, for every contract that's about to expire, there's