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

We came across a bullish thesis on Nebius Group N.V. (NBIS) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V. (NBIS)'s share was trading at $27.99 as of March 7^th.

[caption id="attachment_1238414" align="aligncenter" width="768"] A close-up view of an AI-platform software code running on a monitor.[/caption]

Nebius is rapidly emerging as a disruptive force in AI infrastructure, leveraging its roots in Yandex while carving out a unique position in the high-performance cloud computing market. Founded by Arkady Volozh, a...