Angry Neocloud investors on X think @elonmusk and @chamath are shorting $IREN,… · @ryanwang · TwKit

@ryanwang

Angry Neocloud investors on X think @elonmusk and @chamath are shorting $IREN, $NBIS, or $CRWV, as if these three represent the 200+ other neoclouds. In reality, it’s the opposite. If you carefully consider what they’re discussing, you’ll realize that when most Neoclouds get squeezed out of the market due to various issues, the survivors stand to benefit the most - because they’ve already proven strong execution and capital allocation ability. Your job is to figure out whether $IREN, $NBIS, or $CRWV will be the ultimate winners. Do your own homework.

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