We saw multiple data center stocks fly last week on the back of news that Nebius Group N.V. ( NBIS ) and Microsoft Corporation ( MSFT ) have come to a whopping deal for the leaseI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...