In today’s post:

  • The Bottleneck Just Got Smashed 💥

The Bottleneck Just Got Smashed 💥

The big question for any AI infrastructure play isn't "is there demand?" It's "can they actually build fast enough to meet it?"

Nebius $NBIS ( ▲ 0.62% ) just answered both. And the answer to the second one is what's sending this stock to the moon.

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