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Posted by
Two Blokes Jul 8 -
Filed in
Stock
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Despite a 67% run-up, Nebius remains undervalued by over 30%, as Wall Street's conservative estimates fail to grasp the company's explosive ARR growth. The company's deep partnership with Nvidia, and early access to cutting-edge GPU tech give NBIS a unique competitive advantage for attracting lucrative AI workloads. The upcoming Q2 earnings report is a critical catalyst. Strong results should force analysts to revise their inexplicably low estimates, closing the valuation gap.
