Glad to see $Nebius(NBIS.US) finally return 100%+ since my original thesis post back at ~$87.
I covered Nebius a ton late last year and at the start of this year. Focusing on sum of parts from Avride to Clickhouse to how their balance sheet help them scale up their AI Cloud.Was a little disappointed with timing, in terms of the massive drop in Dec/Jan.But glad to see the company keep on delivering as Nebius is my favorite Neocloud in the entire sector.I think we’re witnessing the rise of the next hyperscaler.Source: Serenity
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