$NEBIUS(NBIS)$ It doesnt make sense to be investing into NBIS right now.
Possible outcomes:
1. AI bubble continues -> Invest directly into Semi conductor stock.
2. AI bubble stops -> NBIS is just dead.
3. Improvements to Local / Chinese LLM gains traction -> NBIS guhh.
4. Other MAG7 joins neocloud race -> NBIS guhh
5. Meta reconsiders NBIS partnership -> NBIS guhh
6. Stock dilution / equity raises -> NBIS guh
Investing in NBIS exposes you to more AI risks.
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