Data Centres: A Rotation Day
Why money is leaving $NBIS and $CRWV for the Bitcoin miners
Today was an interesting day that started with a major AWS outage — and it might have set the tone for the whole session. Investors rotated out of the AI Stack data-center names like CRWV 0.00%↑ , NBIS 0.00%↑ , and ORCL 0.00%↑ , while Bitcoin miners such as $CIFR, MARA 0.00%↑ , and GLXY 0.00%↑ moved higher. It’s hard to say what triggered this exact rotation — maybe investors just got tired of the side…
