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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 MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V.'s share was trading at $94.87 as of November 28th. NBIS’s trailing  P/E was 163.47 according to Yahoo Finance.

Nebius Group NV, a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. NBIS is the largest position in the authors portfolio at a $25.67/share average cost, remains the company whose...