$Nebius(NBIS.US) Nebius Group's Q1 update reveals a profitable shift, driven by increased AI cloud revenue and significant partnerships with Microsoft and Meta, along with a multi-billion-dollar investment from Nvidia. The company's substantial revenue backlog and recent agreements support its growth strategy but also highlight risks related to customer concentration and overbuilding. Analysts project $24.1 billion in revenue and $378.3 million in earnings by 2029, while caution remains regarding potential downsides amidst ambitious growth expectations and rising debt. Besides, we can also see how volatile the stock is when the overall market sentiment is negative, showing that this is still a riskier investment compared to other established companies. @Bridge Buzz SG