Nebius: Extraordinary Growth, Extraordinary Valuation

Core Insights - The article emphasizes the importance of understanding both the fundamentals of technology companies and their future growth trajectories, particularly in sectors like AI infrastructure and cloud computing [1]. Group 1: Company Focus - The analysis primarily targets technology companies involved in AI infrastructure, cloud computing, and digital transformation [1]. - The goal is to identify businesses whose intrinsic value exceeds their current market value, indicating potential investment opportunities [1]. Group 2: Investment Approach - The investment approach is based on thorough research and analysis, aiming to translate complex financial and technical trends into clear investment ideas [1].