Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion (NASDAQ:NBIS)
· seekingalpha.com
Nebius offers substantial upside and margin of safety, best sized as a smaller, hedged portfolio position. Read the full analysis here on NBIS stock.
We present our follow-up note on Nebius ( NBIS ), reiterating strong confidence in our Buy thesis . Our view remains underpinned by a robust outlook for the neo...