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

We came across a bullish thesis on Nebius Group N.V. on Emil Hartela Investing’s Substack by  Emil. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V.'s share was trading at $117.70 as of October 7th. NBIS’s trailing and forward P/E were 163.47 according to Yahoo Finance.

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Nebius Group (NBIS), a spin-off from Yandex, has emerged as a key player in AI infrastructure, offering full-stack solutions that integrate land acquisition, power, data center...