People think the world is ending, but it isn't. The AI moratorium is more about oversight and tighter restrictions on future builds, not current ones. That said, the Dakotas rolled out the red carpet and Indiana is welcoming data centers as long as local municipalities share in tax revenues. So basically, all that will happen is a shift in where future construction takes place, inside or outside the U.S. $NEBIUS(NBIS)$ is in Finland, France, UK, Iceland, Israel, Saudi Arabia, and the Netherlands, while expanding in Spain and Germany. The world is a big place and Nebius is a global operator. If the U.S. chooses to make business difficult, all you will see is a shift overseas while growth continues, as compute demand is off the charts and capacity will remain constrained. Anyway, the $130 haircut in a month is real, but the long-term picture has not changed, and at $117.00 NBIS is well below 2027 bear case scenarios by a wide margin.
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