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주식/증권 ➡️ 중립

ChatGPT Disagrees With Michael Burry Over Nebius (NBIS)

요약

Michael Burry has been bearish on Nebius (NASDAQ: NBIS) and thinks the AI infrastructure boom is running on assumptions the underlying economics can’t support, according to media reports. Burry points to Nebius’s compute contract pricing as the red flag. NBIS Among ChatGPT’s Top 10 Holdings The stock is up nearly 210% year to date and […]