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Ai Cloud coverage.

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#nebius-group1#capex1#valuation-risk1#data-centers1
SEEKING ALPHA

Nebius: The Neocloud Window Is Temporary

Nebius Group is rated Sell due to extreme valuation, heavy $16B–$20B CapEx and execution risk despite AI growth and a big backlog. Click for more on NBIS stock.…

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#nebius group#capex

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