Mert Nuhoglu's Highlights on '(2) Tim on X: "$IREN $NBIS Glad you asked! Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half" / X' | Glasp