Nebius: The First Domino In The AI Collapse (NASDAQ:NBIS)

· seekingalpha.com

Nebius faces risks as Microsoft reduces neocloud partnerships and may not renew deals, pressuring the growth outlook. Read more on NBIS stock here.

After Nebius Group N.V. ( NBIS ) released its Q2 results, we argued that the math behind its growth doesn't really work. Our bearish call has worked so far, as ...


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