$NBIS Rosenblatt just called the blue wave a "relative non-event" for $NBIS, I 100% agree The two big data center states that flipped were Texas and Georgia. Nebius's biggest planned US expansions? Missouri, Pennsylvania and South Carolina. And even in Texas, the governor-elect says her pause is for future data centers. The ones already approved get to finish, which covers most of what's being built there for 2027. So the stock got dumped along with the Texas names... without actually having the Texas risk… talk about the market being irrational If Texas does slow down new permits, the AI demand doesn't just vanish. It goes looking for powered land somewhere else, and Nebius already has sites in Alabama, Missouri and Pennsylvania.