$NEBIUS(NBIS)$ Everywhere you look, the next legs up in AI are building for another strong run.
By the time this run shows any signs of slowing down, the product and development life cycles will have moved into a multi-faceted new products replacement turn and into clearly sustainable territory, proving once and for all that the Mag7 and multiple private whole industries at the granular level have deep enough pockets and annual cash flows for years to come to pay for it all.
That said, government and other market forces will keep trying to outpace them and take the future for themselves.
These are truly epic times.
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