Nebius: I Was All Wrong About AI Infrastructure Demand (Upgrade)

When I covered Nebius Group N.V. ( NBIS ) last time , I was quite confident that it was an easy "Strong Sell" because it seemed too expensive at $11+ billion market cap. At the moment, Nebius Group is worth more than $27I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent ye ...