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Posted by
Two Blokes Jul 24 -
Filed in
Stock
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10 views
The bull case remains intact. TSMC didn't show any signs of slowdown in Q2 revenue growth, which is ultra bullish for Nebius (from a growth perspective) as a direct consumer of Nvidia's GPUs. NBIS' Q2 earnings will hinge on ARR guidance, data center expansion plans, and Capex updates, with key comments to watch for on the New Jersey, Finland, and Israel sites.
