$NEBIUS(NBIS)$ Everyone should take a step back here. Nothing from yesterday has really changed. They're getting deposits to fund capex, and they expect to be profitable next quarter. Full-year guidance was lowered slightly, likely because one of the sites may come online in the first quarter instead of this year. Most likely Vineland. This feels like emotional selling off the lower guidance and the Nvidia narrative. Give it about a week, and I think we'll see things recover.
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