Nebius: Unparalleled AI Infrastructure Moat

Core Insights - Nebius Group N.V. (NBIS) has experienced a share price decline of approximately 17% since the last bullish outlook, indicating that share price growth is not always linear despite strong fundamentals [1] Company Analysis - The company is positioned within the technology sector, with a focus on navigating complexities associated with technology stocks [1] - The analyst emphasizes a commitment to providing clear and accessible insights for investors of all experience levels, aiming to foster a collaborative exploration of market opportunities [1] Investment Perspective - The analyst has a beneficial long position in NBIS shares, indicating confidence in the company's potential for future growth [2] - The article reflects personal opinions and insights, with no external compensation influencing the analysis [2]