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Sep 8 at 02:30 PM
Someone check-in on Burry!
How can you not love the $Nebius(NBIS.US) partnership with $Palantir Tech(PLTR.US)?!Palantir naming Nebius as their "preferred sovereign AI infrastructure partner" is so cool because it effectively hands Nebius enterprise distribution on a plate.It also diversifies future revenue away from $Microsoft(MSFT.US) and $Meta Platforms(META.US) which forms the basis of many Nebius bear theses.
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