$NEBIUS(NBIS)$ 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.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
