
Group 1 - Nebius (NASDAQ: NBIS) stock price has increased by 11.83% since the last analysis, indicating positive market sentiment and potential for further growth [1] - The article provides a preview for Q2 and suggests portfolio strategy considerations for better entry points in late 2025, highlighting the importance of timing in investment decisions [1] Group 2 - Invictus Origin, founded by Oliver Rodzianko in May 2025, aims to deliver among the highest annual returns globally through innovative portfolio strategies [2] - The flagship High-Alpha Black Swan Portfolio, also known as the Invictus Hydra Portfolio, is designed to outperform leading indices like the Nasdaq-100, maintaining approximately 20% in dynamic cash reserves for strategic value investing during market disruptions [2] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, emphasizing fundamental valuation and long-term market cycles, particularly in technology, semiconductors, artificial intelligence, and energy sectors [2]