$Nebius(NBIS.US) Nebius stock rose nearly 7% after Situational Awareness LP disclosed a 5.6% stake, valued at nearly $2.6 billion, making it the largest shareholder. The company has seen a significant increase in stock value, up approximately 130% in 2026 and over 420% in the last 12 months, driven by interest in AI computing capacity. Nebius reported a revenue of $399 million for the first quarter, up 684% year-over-year, and improved its 2026 guidance following the expansion of capacity with a new data center. The overvaluation of AI stocks is real, and it is satisfying to be holding a stake at a relatively lower cost, however I will be cautious trading moving forward as we are reaching ridiculously high optimism in the equities market. @Bridge Buzz SG