Nebius: Microsoft Deal Is A Game Changer, Don't Quit Now (NASDAQ:NBIS)

Since my last Nebius Group N.V. (NASDAQ: NBIS ) analysis , the stock has gained 35% in price. I trimmed on 9 September by 25%. The stock is now 5.5% of my portfolio. My unrealized gain is +250% since March 2025.Oliver Rodzianko is an investor and capital allocator focused on high-alpha portfolio strategy and first-principles research.He is the Founder and Chief Executive Officer of Invictus Origin, where he manages the Invictus Hydra portfolio. The strategy significantly outperforms the Nasdaq-100 while mai ...