Nebius: Ignore The Volatility - Follow The Capacity

Core Viewpoint - Nebius (NBIS) presents a buying opportunity at approximately 30% lower than its peak prices observed in October 2025, following a period of rapid price increases that limited entry points for investors [1] Company Analysis - The stock has experienced significant volatility, making it challenging for potential investors to find entry points during its previous high-performance quarters [1] Investment Strategy - The analysis emphasizes a long-term perspective on value creation, focusing on macroeconomic trends, corporate earnings, and financial statement analysis to identify actionable investment ideas [1]