$NEBIUS(NBIS)$ There's a lot of open interest stacked at $235, $240, and $250 with expiration coming up. We'll see if any of the big players want to push toward those levels. F Burry. This still feels like the 3rd inning of the AI trade. We'll have to deal with the naysayers and the NIMBY crowd for a while.
$NEBIUS(NBIS)$ When Burry says the bubble is going to burst, but then covers his shorts, he isn't exactly putting his money where his mouth is. The ones paying him for a subscription and copying his trades end up being the suckers.
$NEBIUS(NBIS)$ Looking into this Rothschild Redburn company. Back in December 2024 they were warning about AI hype. Looks like they were a bit off on that one. Nebius averaged $29.82 during that month, and it has gone up about 8x in less than two years.