$Verizon(VZ)$ hurricane destroyed key infra structure. Expect short term dip. π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»π»ββπ»π»π»π»ββπ»ββπ»π»π»π»ββπ»ββπ»π»π»π»π»π»ββπ»π»
$NEBIUS(NBIS)$ becareful of this artificial pump. NVDA did not increase their stake in NBIS Datacentre perception is overtly negative Compute constraint may be artificial - look at how often claude and gpt give out usage refresh and credits Chinese / advances in LLMs will wreck NBIS AI bubble bursting will wreck NBIS If you want to long AI just buy the underlying semi stocks, NBIS is effectively semis + alot of unnecessary risk.