$NEBIUS(NBIS)$ Nscale is a competitor of NBIS. Today's news is actually a positive. Where might Microsoft go for more data center space? Go where you already have solid working contracts. Won't be surprised if we get news down the road suggesting Microsoft is adding to their base with NBIS. Staying upbeat on this. If it drops more, I'd add. The chances of this staying down are very low. Can't wait to jump back into NBIL this week. What a great trading vehicle.
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