$NBIS (+0 %) announced a proposed $4.5B convertible senior notes offering:

• $2.75B due 2030

• $1.75B due 2034

Classic AI infrastructure story: huge demand, huge CapEx, huge funding needs.

Convertible notes = cash today, but potential dilution later if the stock keeps running.

I sold a small part of my position recently because I expected some pullback after the big move 👀

Still invested, but if the stock drops further, I may reload.

Let’s see how Nasdaq reacts at the open 🤔