
In todayβs post:
The Bottleneck Just Got Smashed π₯

The Bottleneck Just Got Smashed π₯
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 ( βΌ 1.75% ) just answered both. And the answer to the second one is what's sending this stock to the moon.

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