Entry158.49→Now163.34
Hyperscalers healthy; expect cloud acceleration. Open original source
SKYY First Trust Cloud Computing ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:49
Oct 21
Oct 21
The David Lin Report
Hyperscaler AI capex threatens profits.
Large hyperscalers such as Microsoft and Amazon are spending so heavily on AI capex that depreciation from the buildout will eventually exceed their profits. At current rates and planned spending, George says they will have zero profits by 2030, effectively flushing free cash flow down the toilet. This is a negative long-term profit and cash-flow view on the hyperscaler group.
SKYY
First Trust Cloud Computing ETF
Avoid
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23:00
Oct 17
Oct 17
3PRO TV
Leveraged neoclouds are weakest link
In the AI data-center financing chain, leveraged neoclouds are the weak link: they need roughly 12% ROE and can borrow at 10-15%, but if rates rise and the spread compresses, their data-center economics become fragile and the weakest credits can break first. CoreWeave and Nebius are named as examples of this funding-sensitive risk, although possible Nvidia/Broadcom vendor financing or U.S. government support could mitigate it.
SKYY
First Trust Cloud Computing ETF
Avoid
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21:57
Oct 16
Oct 16
Bloomberg Markets
Hyperscalers healthy; expect cloud acceleration.
He thinks hyperscalers are in a good spot because they monetize infrastructure and cloud, and he expects sequential cloud revenue acceleration. He sees pressures concentrated in newer, levered cloud entrants rather than in the large hyperscalers.
SKYY
First Trust Cloud Computing ETF
Long
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About SKYY Investor Commentary
Across the available history and selected sources, Buzzberg tracks SKYY (First Trust Cloud Computing ETF) across 37 sources: 114 bullish vs 8 bearish calls from 148 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 214 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 8 other directions. Latest voices: George Noble, Lee Hyung-soo, Mandeep Singh.