$NEBIUS(NBIS)$ Is filled with hot air... Based on public documents do not provide the specific financial details of Reflections' revenue model that would allow for an independent verification of its ability to pay the $1 billion commitment. It is not possible to confirm from the provided data how Reflections will generate the revenue to honor its $1 billion commitment to Nebius. The public announcement and subsequent analysis focus on the strategic rationale for the deal (securing compute capacity) and the value to Nebius (forward revenue visibility), but they do not disclose Reflections' own revenue streams, profitability, or funding structure.
@Shyon:If to choose, I would diversify my investment. I will chase high on high players like NVIDIA Meta Amazon and Microsoft but not all in these high players only. The remaining 3 like Tesla Apple and Google are undoubtedly great excellent players in the market too. Just that right now they are experiencing their downturn but it doesn't mean that they will stay this low forever. Look at Meta two years ago, how it slumped while all the others kept on breaking historical high. So I do believe that it is just a matter of time for the remaining three giants to wake up and recover. Their success is not over one or two years but is proven over the decades. The capability is there, just a suitable timing is needed for the stock prices to shoot to the moon! How about you?