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السبعاوي 2026
#نمو سريع لأعمال NebiusAI السحابية يواجه اختبار التقرير المالي I'll be honest, this is the most interesting $NBIS story of the week.
Dylan runs SemiAnalysis, an AI chip research firm. Here he's saying Nebius should be worth MORE than the startup Baseten.
SemiAnalysis also happens to own the research firm "Citrini" which told clients this week to bet against $NBIS... then switched that bet against $IREN instead.
All this happening right before $NBIS earnings.
5 days until Nov 12.
