Nebius: The GPUs Will Come Home To Roost
In the past few quarters, I have written a lot about different AI companies, data centers and why there is a huge risk for a bubble bursting (at least in my opinion).
Between the big names that are including Analyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives.I wrote this article myself, and it expresses my own opinions.
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| Product | Price | Change |
|---|---|---|
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| EN590 Diesel | $846/MT | +0.18% |
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| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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