The Story
News Summary
- Nebius Group reported blowout Q2 AI cloud revenue surging 454% YoY with $20B-$25B capex guidance, highlighting robust Nvidia-powered demand.
- However, Michael Burry doubled down on AI infrastructure shorts, including Nebius and Nvidia, citing peak-cycle concerns and circular financing risks.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
212.17
+17.98% over the displayed period
Advisor Snapshot
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