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Posted by
Two Blokes May 16 -
Filed in
Stock
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2 views
I reiterate my 'Strong Buy' on Nebius Group, expecting Q1 2025 results to become a bullish catalyst after recent operational and strategic progress. Despite a prior revenue miss, NBIS is debt-free, well-funded, and diversified, with underestimated consensus forecasts and a visible path to EBITDA breakeven. Nebius's in-house hardware/DC design, diversified business structure, debt-free balance sheet, and highly skilled (yet potentially more cost-effective) ex-Yandex team give it an edge over competitors.
