Guavaxf3006
11-13 23:29

$NEBIUS(NBIS)$ 

It's the Jensen effect. Coupled with a fear that AI stocks have become super-overpriced. 

NeoCloud in particular are hit bad due to Jensen being seen as the Godfather of all these companies. He is the one who was using Nvidia finances to lend them cash. To be used to buy Nvidia chips. 

Now we have to see if his successor will continue this strategy.

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