Nebius: Updated Thesis And Key Expectations Ahead Of Q2 2025

It has been over two months since my previous article on Nebius Group N.V. (NASDAQ: NBIS ), published at the end of May following the company's Q1 2025 earnings report. Since then, the stock hasI am the head of research for the pre-IPO and venture division of the investment bank. Prior to that, I have been working as a global equity research analyst in an investment bank for the past 5 years. My specialization are Biotechnology, Internet and Media. I Received my CFA Charter in 2017. Also, I am FRM Charter. ...