nizzmo
11-12 10:01

$NEBIUS(NBIS)$ CRWV earnings and the upcoming NBIS earnings should start to put the relentless debt narrative aside. The tide is turning, and over the next year we could see a real shift in how people look at these balance sheets. NBIS has the best debt structure among neoclouds, along with the best management and engineers. This earnings report looks like the start of a new push higher.

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