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But before we dive deep into the crystal ball of fortune-telling-an endeavor as risky as playing poker with a crooked dealer-let’s consider the simple wisdom of investing in the behemoths already dominating the scene, the stalwarts of our age, standing tall with their well-earned reputations. One such titanic treasure, which ought not escape your attention, is none other than that bewitching entity we all know as Amazon (AMZN), whose stock has rocketed skyward by a staggering 28% over the past year, like a catfish jumping for flies.

For The Trade Desk (TTD), the independent DSP that has long prided itself on being the genteel alternative to Google and Meta’s walled gardens, this union raises the question: Is neutrality now a charming affectation, or a relic of a bygone era? The risk is clear; the opportunity, perhaps less so.

Ah, the second quarter! A season of bounteous harvest for our Nebius, who, in a delightful flourish, reported an astonishing revenue increase of 625% year on year and 106% compared to the prior quarter, amassing a splendid $105.1 million. Such figures are no mere embellishments; they reflect profound demand for their burgeoning AI cloud infrastructure.