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@JeraldLie "$NBIS Nebius management just hinted that a frontier AI lab or hyperscaler deal is likely coming. This could be their most important catalyst since the $17.4B $MSFT contract. Here are the top X candidates and the odds in my opinion"
X Link @JeraldLie 2025-10-23T10:32Z XXX followers, 37K engagements

"Anthropic (4045%) Claude XXX Claude Next will require massive compute beyond AWS Bedrock. Nebiuss energy-efficient GPU clusters + EU compliance fit Anthropics alignment & safety brand. If this happens Nebius becomes the multi-cloud backbone for the frontier-model"
X Link @JeraldLie 2025-10-23T10:32Z XXX followers, 1467 engagements

"xAI (40%) Dojo alone cant handle Grok-scale ambitions. Oracles near max capacity. Nebius could become Musks quiet European GPU supercloud combining NVIDIA strength with geopolitical neutrality. Thats how you diversify compute at planetary scale"
X Link @JeraldLie 2025-10-23T10:32Z XXX followers, 1365 engagements

"@lpces99 Earnings call. The rest are my guess haha"
X Link @JeraldLie 2025-10-23T11:11Z XXX followers, XXX engagements