Nebius Group (NBIS) vs. CRWV and ORCL: Can AI Infrastructure Demand Turn Nebius Into the Next Cloud Powerhouse?

Is NBIS a good stock to buy? We came across a bullish thesis on Nebius Group N.V. on Studio Innovation’s Substack by Studio. The thesis was published on August 12^th, when the stock was trading at $259.20, and NBIS has pulled back since then. The decline appears to reflect dilution concerns following Nebius’s $5 billion convertible-note offering and broader worries about financing AI data center expansion, creating a near-term headwind to sentiment while the long-term growth case...