Backpack 🎒(@Backpack):NVIDIA backed it. Yet Michael Burry is shorting it. Backpack-issued $NBIS lists on @Solana with @Sunrise tomorrow. Nebius has become a major battleground in the AI infrastructure trade: ▸ NVIDIA invested $2B in the company earlier this year ▸ Leopold Aschenbrenner made $NBIS a major AI bet before his fund’s forced unwind ▸ Michael Burry just disclosed a short, betting against the economics of the AI infrastructure buildout Q2 earnings are Wednesday before market open.

2026.08.10 16:06

NVIDIA backed it. Yet Michael Burry is shorting it. Backpack-issued $NBIS lists on @Solana with @Sunrise tomorrow. Nebius has become a major battleground in the AI infrastructure trade: ▸ NVIDIA invested $2B in the company earlier this year ▸ Leopold Aschenbrenner made $NBIS a major AI bet before his fund’s forced unwind ▸ Michael Burry just disclosed a short, betting against the economics of the AI infrastructure buildout Q2 earnings are Wednesday before market open.