저자: 미상 · 외국인
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메타의 유휴 GPU 임대(클라우드) 사업 진출 가능성 보도로 CRWV·NBIS 등 AI 클라우드주가 급락. 영상 화자는 CRWV·NBIS를 보유 중이며 가격대별 매도·추가매수 시나리오(CRWV 64~138, NBIS 137~320 등)를 제시. 메타 자체는 +수익 실현 언급. 자막 오타가 많아 일부 구간 불명확.
다듬은 글
Should we offer congratulations or condolences? Some people are waiting to buy, some are waiting to sell, but that's the situation today. The put option short position, details of which are yet to be disclosed, is back in the news. The structure shows a downward trend on several AI and SHIP stocks, including NVIDIA (which has already been hit), Tesla, CAT, and Axi like SO XX.
It doesn't necessarily mean... I don't know if these companies will go bankrupt, but look at the price... It's too tense; it's running too fast for its basic capabilities. Let's talk about some stocks, especially those with a very high level of anticipation in the AI theme. Take Catpella, for example; it's usually a good stock.
These days, machines are being viewed as... Stocks benefit fully from the AI theme because... He has his own system for the energy business. And then there's the infrastructure used for data centers, so people really value it. This happens when it's running too fast; it becomes tense. The auspicious time for doing something is right, so just do it.
I'm good at it, I've already opened it. Give it a try. I wonder if this time it will be as accurate as it was before. Was it Pleasantia, because before this... Well, there was that charming young man who managed to open the door. Okay, so this young man isn't a lion either. Yes, it's an elephant, but it's Leo, or rather, Leo Pudd.
It's all done. SMH, AMD, and the boss got hit again, and it was MU Mickon as well. The tank is fully deployed; there are no further details provided. Okay, but at least it sent a signal beforehand. Yes, I understand that the stock valuation is considered stretched. That's really too much! Okay, friends, here's the sales plan.
Okay, let's start planning the plan. Mark is better, according to the latest news. According to Boomeberg and Royter, this is the meta... That's right, we're currently planning the business development for next time. He does this by utilizing the excess AI processing power or GPU power that he has built up.
That's a huge amount, you know, they're renting it out to customers. If external organizations are using it, we need to mention that beforehand. Okay, so this news isn't 100% officially confirmed by Meta Platform yet. They haven't made an official announcement. Did you have any additional comments for the reporters?
The only reason people value this news is because it contains filler. It was really tough before that, Mark. I've said before that entering the cloud computing business is something that people think about. It's been there for a while, and there have been many different kinds in the past. Companies keep approaching Meta asking to buy their AI models and excess computing power.
Oh, there's some truth to this, and personally, if it's 100% true, I have to say this is... Shareholders have waited a long time; we will finally receive revenue from... Finally, a major global trend in full force, beyond... From the advertising and hardware meta, it will be strong. It will increase a lot more, including raising the numbers.
The quarterly results are quite exciting, and if you compare them... At the current price, I think it's really cheap because... As mentioned earlier, there were concerns that were pressuring prices. The stock market is wondering if Meta is investing too much in building a large-scale AI data center.
The question is straightforward: Hey Mark, when are you planning to repay us? How much, sir? But if we get this, then it will... It turns out this is how it should be, man. That's the approach I need, focusing on infrastructure. This will help us generate another source of income. Go for it, brother, rent it out and generate cash flow.
Distribute revenue away from the advertising business, not by giving it away. It seems like social media users are just carrying the burden on their backs. Something like this; it looks much better and more prestigious. That also affects the stocks on the other side, in another group. One sector that suffered a heavy drop was AI, Cloud, and Neo-Cloud.
Cloud services were dumped en masse upon hearing the news. The market is starting to worry about Mark Zuckerberg's potential entry into the market, even if it's not 100% confirmed. It's like, suddenly, I got a message from an important customer. So, we're going to become rivals now? Because, frankly speaking, Mr.
Ma is a VIP customer of CRWV and NBS. For example, CWEF has deals worth over 200 billion baht, stretching all the way to 2032. NBS also has 2.7 billion baht (70 billion dollars). The one that's been heavily interpreted is undoubtedly CRWV, a Pay-based AI Cloud company; its revenue and valuation are quite clear.
The cost is already tied to extremely high demands, my child. Only large-scale traders can afford to lose stock price. Even though there's still a chance for further gains, the market is scared, folks. If the tiger comes down to play like this, there's only one thing to say... We're already going all out, but we're worried about the possibility of a misunderstanding.
Is there a chance of an oversupply in the market, considering the prices that used to be...? Leaving prices freely might lead to a price war. This is because the CRWV is currently known for delivering premium value to customers. It's already happening, which I think is possible. If Meta really comes along, it will definitely put pressure on CRW's business, but it doesn't mean CRWV will lose customers immediately, and it doesn't mean AI Cloud is obsolete just because of it.
Developing cloud systems for customers... Trading to large organizations for practical application. It's not just about having a GPU chip installed and being done with it. No, it doesn't. It needs a sales system and a marketing system. Customer care, system security, and data protection. What about the billing system and back-end support system?
It's something like this. It's not like you can just plug in the GPU and run it. It requires a lot of money and time. CRWV, who has a solid revenue backing from contracts. Let's wait and see what the future holds for almost a hundred billion dollars. I'm not recovered yet, it's just that I heard this news.
This is starting to influence the market's valuation of this stock. I'm preparing in advance because I'm afraid of the consequences. The long-term risk is if MEA actually falls, while NBIS will be hit hard because it also has AL and Meta, although their prices had gone up before that. If you're taller than everyone else, you're bound to get treated worse.
It's normal, there are many upstream sources, but if you look closely... It's not as heavy as the CRWV because the NBS has its own unique selling points. It should especially be done by planning the infrastructure in... In Europe, the theme of Serverine AI, or AI that addresses legal issues, is being explored.
Information regarding security in each country. Some organizations or governments don't just want the cheapest GPU, you know. A controllable infrastructure is required. This aligns with their country's regulations, meaning the NBAS is unlikely to directly compete in every market. Yes, but I have to admit, okay, I got hit.
It's the same thing, of course I have to worry about it sometimes. As for Rain or Nini, they're probably less affected than the other two because their business model doesn't just sell GPU Cloud; they have other selling points. Regarding expertise in electrical work and land matters. Highly experienced in AL (Alternative Engineering) related to data centers; skilled in all aspects of infrastructure.
This is where you can install GPUs and run it. It's fast, with AI support from both Microsoft and their big brother NVIDIA. Basically, if you need AI infrastructure and want someone with passion, a ready-made data center, and the ability to deport immediately, then you can contact us. By relentlessly focusing solely on selling Crow, the story seems broader and has less impact.
Thanks to Meta Platform's recent surge, I've unexpectedly made a profit on this stock again. Yeah, suddenly I made a profit. It went up from around 557. I've already made profits on 1, 2, and 3 trades. Wow, it's kind of similar to AVAV. And then it reached resistance... We're getting close to the EMA now.
Let's see if we can break through it, because in the past, we have n't crossed the thickest EMA line (the yellow line) on two major occasions. Wow, the momentum is back this time! Is it holding up? It's not 100% confirmed yet. Let's wait and see. There's support around 600, or if not 600, then 582. Or, you could wait a bit lower and go further up to 540 or 525.
Sell if it goes up to 628, the same support level. Or, you could risk waiting for a breakout and sell in batches at 655 or 676. The level I'm waiting for is 700 dollars for Meta Platform. And those are the other three stocks that have fallen. It's getting tough starting with the CRWV. Here we go, low speeds keep coming, I'm starting to lose my composure.
The CRWV is starting to struggle on the mountains. Okay, and now we've reached this support level. It's as if he's providing opportunities on the defensive side. It depends on whether we want it or not. If we don't want it yet... I think we should continue to be afraid; there should be... A revaluation would likely result in a valuation of either 70 or 77, or it could be a gamble.
The lowest possible level is 64, then go back to selling at 87, 94, 105, and 114. For this price range, I'm interested in selling CRV stock from 125-138. I'll accumulate more first, then it will likely recover. Another round of investment, average 97. I'm stuck with NBAS, which is currently at a high price.
I have to say, it's a stock that's been sending... It's made me quite a lot of profit; I've sold a lot of units gradually. Okay, that's all. There are n't many left, and the price is... So, on average, this is all that's left. I'll wait and collect it. The new price has now dropped to the support level, it's a shallow level.
I have to emphasize again that it's very shallow. The first EMA line has n't even been reached yet. If possible, wait until around the second EMA line or beyond, because the price tends to go up there. It's coming from very high up, NBS, but the question is, will it come straight here? Should we risk waiting or not?
The range is around 228. Alternatively, we can wait for the EMA line (the second line) as mentioned, at 192, 172, and 155. It shouldn't go lower than that. The current level of 137 is unlikely to be reached because it's not that bad. Okay, if we don't count the Metal Platform issue, the selling price is 250 or 270, and there's also 300, which it's reached before.
That's a difficult level to reach. 320 is a possibility if it breaks through that level. Regarding NBIS, which stock is that? I'm still stuck with it. I'm holding this stock at a slight loss; I'm waiting to accumulate more shares. No, we have n't sold any yet because we still have limited stock. I want to sell in a way that's tangible and transparent.
Just a little bit, consider it a period for collecting/saving. It went down earlier and it looks like the big EMA line isn't holding, it's dropping to the support level. Okay, I think we can consider this point. 43 or 40, or maybe a little more if you don't want that. Quickly go there, take a risk and wait for 363 to go up and sell.
46, 51, 60 and 66 and 60 are interesting, but I think if it's possible... It has to be set from 60 onwards because the number has increased. It can be emphasized quite a bit if the momentum is there. Coming back to the top 60 means it's a long time before I have a chance to win. I don't think it'll be difficult.
Once the news comes in, it'll be alright. If the quarter goes well, it might go up. 60 looks interesting for selling; I'd rather accumulate some. Let's do this first if we get the chance, then we'll arrange the 60th later, okay? Keep me updated. I'll be taking a break from live streaming for now. I'll let you know if there's any news.
I 'll pop in and get it ready for you, okay? See you again soon. See you in the next video. Goodbye.
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