Nebius Q3: There's No AI Bubble

Nebius Group N.V. ( NBIS ) crushed earnings in my opinion, despite a mild revenue miss. Management has guided towards $7-$9 billion ARR, which is more than anyone could have expected.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international ...