Varied Growth Drivers Boosted Nebius Group N.V. (NBIS) in Q2

Group 1 - Crossroads Capital LLC reported a 36.9% net return in Q2 2025, with a year-to-date return of 26.1% and a compounded return of 17% since inception [1] - Nebius Group N.V. (NASDAQ:NBIS) experienced a one-month return of 93.91% and a 52-week increase of 564.57%, closing at $125.87 per share with a market capitalization of $31.407 billion on October 2, 2025 [2] - Nebius Group N.V. was highlighted as the strongest performer in Q2 2025, with a 162% increase attributed to strong AI infrastructure demand and its position as a low-cost producer with a superior full-stack toolkit [3] Group 2 - Nebius Group N.V. was held by 45 hedge fund portfolios at the end of Q2 2025, a decrease from 51 in the previous quarter, indicating a shift in hedge fund interest [4] - While Nebius Group N.V. shows potential, the analysis suggests that other AI stocks may offer greater upside potential and lower downside risk [4]