Crossroads(@Dr_Crossroads):Not massive in size. That was confusing for me to post. It's massive because $NBIS is the exact company that is going to thrive in this anti-US tech angst that has come over the EU. We've seen them with similar UK and Finland agreements over the past few months, and I believe they are, more than any other company, going to dominate Europe's inference demand. This is also unlikely to be disrupted no matter what the plans of $META etc are, due to the anti-US tech wave. When I initially invested with Nebius, that was part of my thesis, though at the time the company was primarily focused on the US.

2026.07.04 19:10

Not massive in size. That was confusing for me to post. It's massive because $NBIS is the exact company that is going to thrive in this anti-US tech angst that has come over the EU. We've seen them with similar UK and Finland agreements over the past few months, and I believe they are, more than any other company, going to dominate Europe's inference demand. This is also unlikely to be disrupted no matter what the plans of $META etc are, due to the anti-US tech wave. When I initially invested with Nebius, that was part of my thesis, though at the time the company was primarily focused on the US.