A Deep Dive On Nebius

Riyado Sofian
5.12K Followers
(37min)

Summary

  • Nebius Group is building AI factories to service the AI revolution.
  • Management intends to scale capacity by 40x in the next few years, to more than 1 GW.
  • Once scaled, NBIS will boast a robust margin profile of at least 20%.
  • The Company is in a solid financial standing, at least for the remainder of 2025.
  • Arkady Volozh built Yandex into a $30B company—perhaps he can do the same for NBIS.

Server room isometric

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Introduction

The broader indices are currently trading near all-time highs, with many stocks, including those that I hold, up more than 100% over the last few years.

As a growth investor, I'm always on the lookout

This article was written by

5.12K Followers
My goal is to help you find the companies of tomorrow.I am a long-term growth investor in search of innovative companies that make the world a better place. My investment strategy revolves around finding what I call "divergent stocks" — disruptive companies that have strong fundamentals and long growth runways, but depressing prices.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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