“full port leaps holding into earnings”
Nebius full port leaps holding into earnings
Nebius is building a vertically integrated AI infrastructure company with best-in-class management execution, owning compute and building software stack. The author expects significant upside from Nebius positioning as a fourth hyperscaler, with potential tailwinds from OpenAI and Anthropic IPOs.
1d+15.7%
3d+22.8%
1w+10.4%
1m—
3m—
6m—
1y—