หุ้น Neocloud ดิ่งลงหลัง Elon Musk ระบุว่ามีมากกว่า 200 บริษัทที่เผชิญ 'ความตายระดับลูกปลา'

The neocloud sector is facing intense scrutiny after Elon Musk characterized many firms as facing death due to unsustainable business models. Investors are increasingly concerned about the massive debt loads these companies have taken on to fund AI infrastructure. There are growing doubts about whether the current build-out will generate the long-term returns necessary to service this debt. This sell-off reflects a broader cooling of sentiment toward speculative AI-related infrastructure plays. Market participants are now prioritizing profitability and cash flow over aggressive, debt-backed growth strategies.