Nebius: Strong Execution Meets Soaring AI Infrastructure Demand

Core Viewpoint - The S&P 500 index has only experienced a peak-to-trough correction of -5.7%, yet many individual stocks have faced drawdowns of 30-40%, indicating potential investment opportunities in undervalued companies [1]. Group 1 - The S&P 500 index (SPX) has shown resilience with a minor correction, while individual stocks have significantly underperformed [1]. - The disparity between the index performance and individual stock drawdowns suggests a market correction that may present buying opportunities for investors [1].