$NEBIUS(NBIS)$ Pre-market is all over the place right now, up, down, down bigger, and now climbing again. This isn't just neoclouds either. It's across tech as a whole, semis, software, everything. Every single tech company has been reporting data center revenue growth in the 40% to 100% range on a yearly basis. AI isn't going anywhere, and the Dems will now put guardrails and guidelines in place so the US can win the race but do it sensibly. AI compute infrastructure, data centers specifically, will be in high demand for the foreseeable future, and the big established players in the US and globally like NBIS and CRWV will be very profitable. I'm not letting the market makers shake me out. If anything, this kind of crazy weakness is where I'd look to add. Earnings aren't just a next week story either. All of 2027 should be exponentially higher each quarter going forward.
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