Short Mag7 stocks. Too much lies. Wait till the private credit from circular financing deals unwind and the Data Center stocks and AI stocks will also crash. By October?
AI Infrastructure Race Heats Up as Google, Meta, Microsoft, and Amazon Pledge Nearly $2.4 Trillion in Future Spending
Understanding the scale of AI investment commitmentsThe aggressive push to build out artificial intelligence infrastructure is accelerating, with the combined future spending pledges of Alphabet Inc....
Reflection has revenues to pay $1b to Nebius? Hahaha
Movement Alert｜NEBIUS Rises 6.01% in Regular Trading, Analyst Upgrade to Buy Combined with $775 Million Debt Financing Boosts Confidence
On July 20, NEBIUS rose 6.01% in regular trading, trading at $191.845/share, with turnover of $378 million. The stock surged on a dual catalyst of an institutional rating upgrade and continued...
Movement Alert｜NEBIUS Rises 6.01% in Regular Trading, Analyst Upgrade to Buy Combined with $775 Million Debt Financing Boosts Confidence
On July 20, NEBIUS rose 6.01% in regular trading, trading at $191.845/share, with turnover of $378 million. The stock surged on a dual catalyst of an institutional rating upgrade and continued...
Movement Alert｜NEBIUS Falls 5.18% in Pre-Market Trading, Asset-Light Model Transition Concerns and Meta Competition Pressure Deepen Selloff
On July 17, NEBIUS fell 5.18% in pre-market trading, trading at 164.21 USD/share, with turnover of $15.50 million. The stock has now declined to a two-month low following sustained selling pressure...
$NEBIUS(NBIS)$ Is filled with hot air... Based on public documents do not provide the specific financial details of Reflections' revenue model that would allow for an independent verification of its ability to pay the $1 billion commitment. It is not possible to confirm from the provided data how Reflections will generate the revenue to honor its $1 billion commitment to Nebius. The public announcement and subsequent analysis focus on the strategic rationale for the deal (securing compute capacity) and the value to Nebius (forward revenue visibility), but they do not disclose Reflections' own revenue streams, profitability, or funding structure.
Movement Alert｜CoreWeave Falls 5.38% in Regular Trading, New York State Data Center Construction Ban and Executive Selling Compound Pressure
On July 15, CoreWeave fell 5.38% in regular trading, trading at $75.28/share with turnover of $882 million. Multiple negative catalysts weighed on the stock simultaneously.New York State Governor...