Back to the leaderboard
@spiralout_one · Long NBIS
Read asLong NBIS
Since the call—
unrankedThe analyst's rank today
High · 0.98Confidence
Thu, Oct 15Tweeted
Fri, Oct 16 closeCounted from
not in the basket todayBasket
Rank per close
—Oct 18
—Oct 19
Tobacco Barn@Spiralout_one$NBIS Nebius will continue to execute and raise capital in strategic ways.. @romanchernin also predicted a neocloud winter.. nebius leadership always ahead of the curve.. #visionaries
George Koutalidis@geokoutalidisGartner says over 80% of neoclouds won't survive as independent companies by 2030. $CRWV fell 15% on the day it came out. I read the release line by line. The headline is directionally right. The math underneath it is not. Here's what it says, where it breaks, and what it means