DDD (@ddd1220736): "You mentioned picks & shovels as the next play MRVL, maybe LITE into Q4. What’s your take on neoclouds like Nebius? I’m probably selling in the next couple days due to your analysis. You nailed the last top, but I wasn’t a sub yet. Let’s see if you are right again😅"

You mentioned picks & shovels as the next play MRVL, maybe LITE into Q4. What’s your take on neoclouds like Nebius?

I’m probably selling in the next couple days due to your analysis. You nailed the last top, but I wasn’t a sub yet. Let’s see if you are right again😅

Aug 17

4:06 PM