Nebius: More Than GPUs - A Hidden AI Platform The Market Is Missing

Core Viewpoint - Nebius (NBIS) has been rated as a Buy due to strong demand for AI infrastructure, significant hyperscaler contracts, and strategic capacity expansion, leading to a share price increase of approximately 15% since the last coverage [1]. Group 1: Company Performance - The share price of Nebius (NBIS) has increased by around 15% following the positive outlook on its demand and contracts [1]. Group 2: Analyst Background - The analyst has a strong background in finance and risk analysis, holding an MSc in Applied Risk Management and having worked in various roles across leading firms [1]. - The analyst's expertise includes financial analysis, risk management, data analysis using SQL, Python, and machine learning tools [1]. - The focus is on translating complex financial data into actionable insights for investors, emphasizing data-driven analysis and long-term value creation [1].