$NEBIUS(NBIS)$ 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.
$NEBIUS(NBIS)$ It doesnt make sense to be investing into NBIS right now. Possible outcomes: 1. AI bubble continues -> Invest directly into Semi conductor stock. 2. AI bubble stops -> NBIS is just dead. 3. Improvements to Local / Chinese LLM gains traction -> NBIS guhh. 4. Other MAG7 joins neocloud race -> NBIS guhh 5. Meta reconsiders NBIS partnership -> NBIS guhh 6. Stock dilution / equity raises -> NBIS guh Investing in NBIS exposes you to more AI risks.