so…
the debate is over right?$Nebius(NBIS.US) is the best neocloud out there? is it still even a question or has Nebius officially won? stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal…i trimmed some at $105 to derisk and buy more $NVIDIA(NVDA.US), letting the rest of my position ride although the CCs on this even for $200 are very attractiveit does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goesi still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $Nebius(NBIS.US) does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neoclouddebate is done? are they the single best one out of the entire batch of neoclouds?+8%Source: amit
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