Musk Warns! Over 200 New Cloud Companies Face Major Reshuffle: Who Will Survive? 1. Nebius (NBIS): Among the new cloud computing companies, its fundamentals are relatively strong, and its financial situation is relatively better, but that doesn't mean buying now is worthwhile. A relatively acceptable buying range is $130-$138, with an ideal price around $100, or even $75. If AI infrastructure stocks continue to plummet, Nebius may also be affected. 2. CoreWeave (CRWV): Although burdened with a large amount of debt, its advantage is rapid revenue growth, and its business model is beginning to materialize. Revenue is expected to grow from $2.5 billion to $3.5 billion. The key is whether future revenue growth can absorb the debt. The stock price has fallen below $55, and the current trend is quite dangerous. If it can fall to $40-$45, the risk-reward ratio becomes attractive. 3. Iren (IREN): This is one of the most dangerous targets in the new cloud computing sector. The company has transitioned from Bitcoin mining to AI computing infrastructure, but the transformation is not yet fully realized, and both profitability and computing power scale remain uncertain. Once the market starts demanding real profits from these companies instead of continuing to expand through borrowing, IREN could face a more severe sell-off. 21 is the next support level; if it fails to hold, the stock price could continue to fall towards 15. 5. Hyperscale Cloud Computing Companies Giants like Google (Google), Amazon (Amazon), and Microsoft (Microsoft) are more resilient to risks compared to new cloud computing companies. They have mature businesses, stable cash flow, and ample capital, making them better positioned to weather industry downturns even if short-term returns on AI investments are unsatisfactory. If the entire AI sector continues to decline, funds may flow more towards these truly profitable companies. New cloud computing companies will face a brutal reshuffle, with only a few ultimately surviving!