ChainCatcher reported that Serenity, known on X as 「白毛股神」, said a detail from Oracle’s earnings report is favorable for Nebius (NBIS) and IREN (IREN). According to Serenity’s post, Oracle said all renewed GPU computing capacity had been resold, with pricing 20% higher than under previous contracts. Oracle also said most of the related equipment had already been in use for more than four years. Serenity argued that this development again challenges Michael Burry’s bearish view that GPUs would depreciate quickly. In the same post, Serenity said the information is also positive for Nvidia (NVDA) and the Neocloud computing sector.
According to ChainCatcher, Serenity, known as 「白毛股神」 on X, said a detail in Oracle’s (ORCL) earnings report is positive for Nebius (NBIS) and IREN (IREN).
Oracle said all renewed GPU computing capacity has been resold, with prices 20% higher than the previous contracts. It also said most of the related equipment has already been used for more than four years.
Serenity said the update again pushes back against Michael Burry’s depreciation thesis that GPUs would lose value quickly. Serenity added that the same signal is also positive for Nvidia (NVDA) and the Neocloud computing track.
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