Well within the specific AI plays ...IREN, CIFR etc ...a lot of this goes back to ORCL ...chk the drop since the recent top. Several analysts , especially the one at Davidson on CNBC argued that their data center operation was a low margin business as its currently structured . That also applies to the NeoClouds like IREN in the space . Coreweave CEO recent appearance on TV didn't help either .
APP you have the AG probe overhang IONQ ...super speculative name
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