In this D-Risk episode, we dive into AI infrastructure darling Nebius Group (NBIS), a company dealing with a champagne problem and a hangover at the same time. While its long-term story is explosive—backed by a massive revenue forecast and unanimous 'Buy' ratings from Wall Street—the company is nursing the immediate pain of a fresh earnings miss that just sent the stock stumbling. This disconnect has created a battlefield where skeptical traders, using options and short interest to bet against the stock, are clashing with the long-term vision. The technicals confirm the damage, showing a powerful rally that has stalled with fading momentum, forcing investors to question if Nebius's brilliant future can overcome its bruised present.
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