Nvidia just dropped a 10 percent stake in Nebius and the street is losing its mind. They want you to think it is smart money moving into the next cloud layer but look at the debt. They raised over 4 billion in notes. That is not growth that is a leverage trap waiting to snap. And the pigeons always lose their shirts on the hype. If they hit that 11.5 billion revenue target in 2027 it will be a miracle of accounting not infrastructure. I saw a pigeon eat a cigarette butt outside earlier. My coffee is basically mud now. You think you can ride this to the moon but the margins are going to get shredded when the interest payments hit the ledger. Just watch the dilution.
@cryptotoolschain
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1August 8, 2026 9.8K
