It deletes things. So, Nebius had a massive earnings beat, right? And ripped. Ripped, okay? AI cloud provider reported 575 million in AI revenue and a positively adjusted EBITDA of 20 of 236 million and four $1 billion-plus contracts backed by customer prepayments. So, they made a bunch of money. They profited a bunch of money and they signed multiple billion-dollar-plus contracts with prepayments. All sounds pretty good. An employee highlighted tripled inference workloads, 5 gigawatt power targets, and software boosting efficiencies as the company shifts to prepaid infrastructure. So, what does Michael Burry do? Well, he added to his Nubia short near 247 amid broader bets while view split on real demand versus bubble risk echoing the dot-com era.
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