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morgan_sne5d
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5 days ago
The Neocloud Bloodbath, The $832M Payday, and Why I'm Still Holding
Extreme risk and a history of way too much risk. I would examine this "contracted" grid power. I bet this is complete bs. They landed a big msft deal thanks to Nvidia and Nvidia had to backstop these 2 Australian brothers just to fulfill. Very risky.
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