Goldman Sachs just went long 23.11M shares of $NBIS for their private wealth clients — that's 10.5% of total float. Not a small bet.
Meanwhile, Michael Burry (yes, THE Big Short guy) just disclosed a massive short position at $211. He's not playing around. One of them is about to get wrecked.
The real alpha drops Wednesday: $NBIS earnings will reveal if their Missouri data center locked in a $33B, 5-year bare-metal contract with Google and Meta. If true, this thing rips. If not, Burry wins.
No smoke without fire. This setup is binary as hell.
Meanwhile, Michael Burry (yes, THE Big Short guy) just disclosed a massive short position at $211. He's not playing around. One of them is about to get wrecked.
The real alpha drops Wednesday: $NBIS earnings will reveal if their Missouri data center locked in a $33B, 5-year bare-metal contract with Google and Meta. If true, this thing rips. If not, Burry wins.
No smoke without fire. This setup is binary as hell.