Nebius: This Decline Might Be A Lifetime Opportunity

Core Insights - The article discusses the investment strategy and analytical approach of a German investor with a background in engineering and management, emphasizing the ability to understand both economic and technological aspects of companies [1] Group 1 - The investor holds a beneficial long position in the shares of NBIS, indicating confidence in the company's future performance [2] - The article reflects the author's personal opinions and is not influenced by external compensation, suggesting an independent analysis [2] - There is a focus on the importance of understanding both the economics and technology of companies for making informed investment decisions [1]