$NEBIUS(NBIS)$ At this point, someone is clearly on the wrong side of this trade with META. It could be me, but I see zero hard evidence to support a short position. They have a new contract, capex is expanding, no data center plans in New York but tons of global data center plans. Unless someone has inside news, I see no reason for the pessimism.

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  • iBuy_uSell
    ·07-15
    likewise the other way round, market to decide
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