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Abstract editorial composition of glass, paper, and light — NEXVALLEY / 2026TECHNOLOGY · PEOPLE · IDEAS

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Bolbi Liu

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Bolbi Liu

Founder & CEO, AdsGency AIExplore guest content ↗

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Power Does Not Depreciate: Why Burry Was Right on Oracle—and Wrong on Nebius

A close reading of depreciation, power access, pricing power, and the balance-sheet fault line beneath the AI infrastructure boom.Read article ↗