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Winning big orders leads to a “surge,” but after announcing a bond issuance there’s a “plunge”—shareholders of the “AI cloud rising star” Nebius are “very conflicted.”

Winning big orders leads to a “surge,” but after announcing a bond issuance there’s a “plunge”—shareholders of the “AI cloud rising star” Nebius are “very conflicted.”

``` On one side are massive orders, on the other side is frantic spending; Nebius’s moves make investors feel "very conflicted". On Tuesday, March 17, the “AI cloud rising star” Nebius announced it would issue $3.75 billion in bonds to support its AI infrastructure construction, causing its
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Deep recommendation HALO trading for less than a month, Goldman Sachs suggests shorting some "HALO concept stocks" that have risen too much.

Deep recommendation HALO trading for less than a month, Goldman Sachs suggests shorting some "HALO concept stocks" that have risen too much.

``` Goldman Sachs completed a rare strategic U-turn in less than a month—from actively promoting the HALO concept to investors, to proactively shorting its “overheated” constituents—reflecting concerns about crowded trades in heavy assets. On Tuesday, Faris Mourad, head of Goldman’s thematic trading team, introduced a short basket GSXUHALT
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