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07-22

$NEBIUS(NBIS)$ growth is threatened by chinese models and data centre protests.

Power and Compute Rise Together: One Logic Behind Both?
Power stocks broke out Tuesday: Vistra Energy rose 10.77% to $160.50 as the Energy Department formally announced a loan of up to $4.2 billion — funding efficiency upgrades across six reactors at four existing plants, not new construction. Nebius gained 7.44% to $249.87 on an inference order. Bulls say they're linked: data centers need power assets, compute needs orders, showing AI gains spreading from chips to power. Bears say Nebius trades near 197x earnings and the loan's output still awaits construction cycles — both bake in far-off growth. What's the market pricing in early?
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