$NEBIUS(NBIS)$ CapEx is the is

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$NEBIUS(NBIS)$ CapEx is the issue. But the market knows Nebius isn't spending money on Frontier models and runs Open Source options on Token Factory, right? Frontier models get commoditized and the Mag7 just wasted a bunch of money. But Nebius didn't. AI demand isn't going away, and Nebius has been skating to where the puck is headed — Open Source.

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