The @elonmusk reply that “200+ neoclouds are going to see guppy-level death and consolidation” (I agree) caused neo-clouds to get hit again…

First reported Oct 26, 2026, 16:08 UTC

Source reports

The @elonmusk reply that “200+ neoclouds are going to see guppy-level death and consolidation” (I agree) caused neo-clouds to get hit again this morning for 5-6%. Now $CRWV $NBIS $IREN all up 4-7%. This clearing event might mark at least a short-term bottom in the AI selloff… — @DanielTNiles (X), Oct 26, 2026, 16:08 UTC

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