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“A GPU-cloud builder betting $30B+ of 2026 capex on deploying capacity on schedule gets squeezed as chip-input shortages stall the buildout it sells, while its debt stack keeps growing.”
Source
Felix JauvinYouTube“Escalating Energy Shock Exposing Central Bank Li…”42:49
“I think we should be also equally focused on things like the helium market because, that is just a very— that's a 1-to-1 input into compute buildout.”
Performance
Entry$80.52
Current$81.75
Since call-1.52%
Confidence72%
How this was scored
Entry$80.52Mar 20, 2026 · 14:04 UTC · paste.trade
Resolution$81.77Jul 3, 2026 · 14:57 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 14:57 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.