@ChrisCamillo@AikshiiW31155@MKBHD Hi Chris, are you still long Bloom ? it was a top 5 position of yours a few weeks ago. wondering if you trimmed given the recent neocloud financing concerns.
@ChrisCamillo@LTP2021@JasonHu89221014 Hi Chris, can I ask if you trimmed your Bloom position given recent neocloud financing concerns?
Neoclouds are a major revenue share and slower data center build-out may lead to stock multiple compression. Appreciate your view!
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