$NBIS $CRWV $IREN $ORCL
The street is obviously concerned about the datacenter trade.
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
The market is concerned about debt in the datacenter trade, evidenced by Oracle (ORCL) falling over 25% in the past month to $228.65 after issuing $40B in bonds. This sentiment also impacts Nebius (NBIS), CoreWeave (CRWV), and Iris Energy (IREN). Consider dollar-cost averaging into NBIS if it approaches $70, as current debt concerns create attractive entry points for high-growth AI/HPC players.
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