The neocloud sell-off is getting hard to ignore. $CRWV, $NBIS and $IREN are all taking a hit, and it shows how quickly sentiment can change when investors start worrying about funding costs and the returns on AI infrastructure spending. I still see long-term potential in this space, but the next move depends on more than AI hype. Balance sheets, execution and cash flow matter. I’m watching for signs of stabilization before calling a bottom.
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