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Remember all the hype? VST, NBIS, MU, BE, CIFR 📉 🩸 There’s nothing wrong with having conviction in a stock. But there’s a difference between investing based on fundamentals and blindly following someone else’s big buys. Don’t confuse a big portfolio with good investment advice. Do your own research. Know what you own, why you own it, and what you’re willing to pay. Anyone else noticing this? 👀👇 #investing #stocks #stockmarket #investingtips #finance
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หุ้น Neocloud ร่วงหนัก แต่ราคาเช่า NVIDIA GPU พุ่งกว่า 51% สวนทางตลาดหุ้น 🔥 ประเด็นสำคัญ • หุ้น Neocloud ถูกเทขายหนัก CIFR -75% IREN -65% APLD -64% CRWV -60% WULF -60% GLXY -53% NBIS -46% • ราคาเช่า GPU เพิ่มขึ้น B300 51.9% B200 16.9% H100 5.5% • ราคา AI Token ลดลงมากกว่าครึ่งจากจุดสูงสุด สะท้อนการแข่งขันด้านราคา • IREN ได้รับเงินทุน $363 ล้าน ขณะที่ NBIS คาด Customer Prepayments มากกว่า $9 พันล้าน 🔥 มุมมอง ความต้องการ AI Compute ยังแข็งแกร่ง แต่ตลาดกังวลเรื่องหนี้สิน CapEx และความสามารถในการท
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