Buy the Meta-Driven Dip in Nebius — Tactical Swing with Conviction
Nebius (NBIS) plunged on news that Meta plans to monetize excess AI compute. The sell-off is a sentiment shock, not a confirmed loss of customers. With contracted power capacity north of 4 GW, aggressive 2026 revenue guidance of $3.0-3.4B, and improving cash flow metrics reported in June, Nebius offers a high-risk, high-reward swing entry. Trade pl…