Yes, its in Elon's interest to talk down neocloud & bash memory makers, but AI industry had been reluctant to bash each other's business case due to the overall effect it would have.

What happened: A post argues Elon's comments talking down neocloud and bashing memory makers will hurt neocloud and Nvidia/memory maker share prices next week, and says the AI industry had been reluctant to bash each other's business case. Why it matters: The post says that once the myth of unlimited computing demand goes away, investors will look under the hood, and that the bond market has turned on neoclouds. It compares the setup to 2008, when bulls praised valuations as the market crashed.

You can bet Elon's comment here will be bad for neocloud & Nvidia/memory maker shares px next week. Once the myth of unlimited computing demand goes away, ppl are going to start looking under the hood. There won't just be a couple of cockroaches. When I saw a mice running across my kitchen a few yrs ago, I realiz — via @tphuang

Elon's comment threatens neocloud and Nvidia/memory maker share prices next week.