1. Nebius Group experiences explosive 385% YoY sales growth in AI infrastructure, targeting $1B annual recurring revenue; 2. Clear path to profitability with 20-30% EBIT margins despite current losses, supporting strong re-rating potential; 3. Valuation justified by faster growth versus peers like Nvidia, with 10-12x 2026e sales multiple driving author's conviction as largest AI position.
Related Articles
- Oracle: OpenAI Deal Risk (Double Downgrade)about 1 month ago
 - Nvidia: Time To Get Greedy5 months ago
 - Arista Networks: Shares Find Support, Undervalued Into Earnings (Rating Upgrade)6 months ago
 - BOTZ: Exposure To AI With Attractive Valuation11 days ago
 - Volkswagen: Catalysts, Risks, And A Valuation That's Hard To Ignore17 days ago
 - Oracle: The Beginning Of A Long Rally20 days ago
 - Nebius: Rapid Stock Appreciation And Hype-Driven Valuation Make It A Sell28 days ago
 - Grab Holdings Is Cheaper Than It Looksabout 1 month ago
 - Nebius: Premium Valuation, Explosive Growthabout 1 month ago
 - My Absolute Favorite Picks For The $4 Trillion AI Infrastructure Boomabout 1 month ago