-
Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
-
7 views
Nebius Group N.V.'s Q1 results and ARR surge validate the AI infrastructure growth story, supporting my continued bullish thesis despite recent price appreciation. The company is on track to hit ambitious 2025 targets, with European expansion and new data centers fueling rapid revenue growth and margin leverage. Large current losses are expected as Nebius scales, but a strong balance sheet, no debt, and valuable assets provide ample runway for profitability.
