NBIS/long
NY moratorium selloff in neoclouds is overblown for NBIS, which has zero NY exposure
I have thought it through and think the fears are overblown, especially for $NBIS
Peak+3.7%
RJCcapital calls the NY data center moratorium selloff in neoclouds overblown for NBIS specifically, given Nebius has no New York exposure. Routed long NBIS on Hyperliquid perp at $195.57.
originalI have thought it through and think the fears are overblown, especially for $NBIS