Nebius: Not Time To Take The Foot Off The Throttle

Group 1 - The article highlights that after a narrative-driven year in 2025 for AI-linked equities, a select group of infrastructure-focused companies began to gain disproportionate investor attention [1] - Nebius is specifically mentioned as one of the companies attracting this attention [1] Group 2 - The analyst emphasizes that the best investment opportunities often do not attract immediate attention and are typically undercovered [1]