머스크 폭탄발언에 시장은 "초긴장"... 200개중 195개는 망할겁니다.
월텍남 - 월스트리트 테크남 · 17:58 · Watch on YouTube
The speaker argues the AI selloff is a credit and sentiment shock, not proof that AI demand broke: neoclouds without their own cash flow can fail as rates rise, while GPU scarcity, prepaid contracts, and big-tech earn...