Dear Nebius Stock Fans, Mark Your Calendars for MayāÆ13
AIāinfrastructure stocks have been the marketās adrenaline shot for more than a year now. Yet the ground is shifting. Investors have rotated from ābuy the narrativeā to āshow me the cash flow.ā Pureāplay AI cloud builders, companies that donāt just rent GPUs but own the concrete, steel, and fiber, are suddenly the act that everyone…
