Nebius Group N.V. (NBIS): A Bull Case Theory

We came across a bullish thesis on Nebius Group N.V. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V.'s share was trading at $53.69 as of July 17^th.

Nebius AI Cloud has rapidly emerged as a disruptive force in the datacenter market, scaling from inception to industry relevance faster than any competitor. Founded by Yandex co‑founder Arkady Volozh and a team of highly experienced engineers, Nebius has built deep expertise in deploying AI workloads with a focus on minimizing customers’...