Me after selling cifr earlier

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CIFR go brrrrrrrr

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[https://www.tipranks.com/news/cipher-mining-stock-cifr-rockets-19-on-5-5-billion-amazon-web-services-deal](https://www.tipranks.com/news/cipher-mining-stock-cifr-rockets-19-on-5-5-billion-amazon-web-services-deal) apprently amazon deal.

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my cifr calls go vrrrrrrrrr

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>[https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l](https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l) >**Insuring Against an Oracle Default Is Getting Costlier. Is It a Bad Omen for AI?** >The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. Spreads have nearly doubled since their six-month low in mid-June. >Financing the infrastructure to meet the AI GPU demand will require taking on [plenty of debt](https://www.barrons.com/articles/larry-ellison-oracle-56e03912).  **Warning to neocloud stock holders:** ORCL, NBIS, IREN, CIFR - these companies are taking on massive amount of debt for depreciating assets (GPUs) with high run costs (electricity) + debt interest payments. They have low margin GPU leasing business (like car dealerships leasing cars) with absurd valuations. On the other hand, highly profitable companies like NVDA, AMD, AVGO, TSMC are selling to the neoclouds and hyperscalers and don't have that debt risk and have lower valuations than neoclouds. You have been warned about neocloud stocks - someone will be left holding the bag and it will not be pretty

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Why cant GLXY have one of these IREN or CIFR days

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Here goes CIFR back up to 30’s you fucking nerds

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Cifr headed to $30!!!!!

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We’ve seen it before, good news, flush out, send it later when capitulation has occurred, still holding all my data names - NBIS CIFR iren glxy

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They're all getting hit pretty hard today. Even IREN and CIFR have been dropping since open even though they announced massive multi-billion deals with MAG 7

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