$NEBIUS(NBIS)$ There were three articles on Nebius in Seeking Alpha recently.
Two were Buy ratings. One argued the Palantir partnership is a game changer and upgraded Nebius back to Buy, saying the partnership should accelerate commercial AI infrastructure growth. The other reaffirmed a Buy rating, pointing to sustained hypergrowth, robust demand, and improving profitability.
The third article was a Sell rating, citing balance sheet risks and dilution intensifying despite recent price declines.
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