Insider Alert: Roundhill's Neocloud ETF Meets Burry's Short, Who's Right? Dramatic diverge

Dramatic divergence hit the AI compute sector this week. Roundhill launched its new Neocloud ETF just as Michael Burry opened a big short on Nebius, sending related names tumbling \~13%. Bulls bet on unmet AI infrastructure demand, but bears are sweating the brutal cash burn and debt pile. Earnings next week will be the real stress test, no one knows how this plays out yet.