(https://www.marketwatch.com/story/irens-stock-surges-as-the-neocloud-lands-2-8-billion-worth-of-new-deals-831302c3?mod=mw_rss_topstories) $2.8B in new neocloud deals and the stock surged — but the Hedge Fund Tracker's point about prepayments is the real story. Prepaid deals are revenue frontloading, not demand confirmation.

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