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CIFRCipher Digital Inc.$6.86
24h
-4.06%
3 Nov, 19:34
Bearish outlook on neoclouds due to potential regulatory delays
Bearish0.00%
AI Summary
The author anticipates regulatory delays on data center construction if Democrats win the Senate, which would negatively impact neocloud stocks.
If Democrats sweep the Senate, what does that mean for neoclouds like $IREN $CRWV $NBIS $CIFR?
Iβm expecting major delays on new data centers and an even bigger compute shortage.