Added to YB: 2025-10-29
Pitch date: 2025-10-28
NBIS [neutral]
Nebius Group N.V.
-13.41%
current return
Author Info
No bio for this author
Company Info
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Market Cap
$24.7B
Pitch Price
$124.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Some quick thoughts on a few of my core positions: $NBIS
NBIS (update): Full-stack AI cloud play by ex-Yandex mgmt team ('Google of Russia'). Multi-billion bare metal deal w/ MSFT, targeting to become 'AWS of AI' serving tailored solutions to developers/enterprises. Derisked by portfolio of high-performing startup investments, notably ClickHouse potentially worth current market cap alone.
Read full article (1 min)