$Nebius(NBIS.US)

Context: Palantir partnered with Nebius to offer a sovereign AI stack to commercial customers. Nebius serves as Palantir’s preferred sovereign AI infrastructure partner, integrating compute and inference endpoints within Palantir's perimeter. The collaboration aims to accelerate new AI capacity deployments and allow eligible customers to run open models on Nebius infrastructure.

My Trade: Still very bullish on Nebius both in the short and long term. I know the swing trade volume on the stock is relatively larger than others, but I'm holding on as this is only the beginning.

Takeaway: On the catalyst front, sustained demand for AI infrastructure drove investor interest in cloud computing and data center names. @Captain's Treasure