Nebius Group: AI Infrastructure Powerhouse With Significant Upside Ahead

We present our note on Nebius Group N.V. ( NBIS ), a leading technology company providing AI infrastructure, with a Buy rating. We are optimistic about the growth of the neocloud market, driven by strong AI compute demand, and believeL/S Equity, Event-Driven, and Activism. Independent and differentiated fundamental analysis.I am a former hedge fund analyst with a passion for research and analysis in my free time. I am to identify attractive investment opportunities and provide added value to my readersAnaly ...