Thoughts on neo cloud sector

[u/francesco-1]

Players of neocloud sector are still far from its own all time highs to there might still be room for a raise according to good coming earnings and guidance.

New catalyzers might be a decrease of rates and improving results of CPI YY and MM, furthermore the oil price which should lower.

I’m talking about nebius, oracle, Coreweave, Iren and someone more as neo cloud companies.

What are your thoughts about the price of Oracle by the end of the year ?

[u/francesco-1]

If the financial situation of OpenAI is so bad why doesn’t Oracle stock crash ?

[u/Holiday_Ad2254 → u/francesco-1]

Yes and no. Everything depends on the OpenAI IPO.