Nebius: Why I Doubled Down After Earnings
· seekingalpha.com
The bull case for Nebius: customer prepayments cover over 100% of CapEx, and 2.8x projected 2027 sales make the post-earnings drop a buying opportunity.
Nebius Group ( NBIS ) has undergone a significant sell-off after Q3 earnings despite revenue jumping by 571% YoY to $980.8 million and management providing reve...