Most Money Are Made in Global Megatrends. Buy Nebius
Nebius Group: Well-Positioned To Be An AI Megatrend Winner
A great deal of money is made in Global Megatrends. Several of the Magnificent Seven were winners of the Internet Megatrend, the biggest value creation in history.
AI is most likely the next Megatrend and Nebius is our top candidate to play the theme.
Nebius’s strong founder has already built a business worth $30 billion. He bested Google in that venture. Business leaders who won once are more likely to win again.
Google investors multiplied their money 20 times over 20 years. Nebius could be in a similar situation.
Full Investment Thesis
https://fitinvestmentideas.com/2024/11/14/nebius-group-well-positioned-to-be-an-ai-megatrend-winner/
A great deal of money is made in Global Megatrends. Several of the Magnificent Seven were winners of the Internet Megatrend, the biggest value creation in history.
AI is most likely the next Megatrend and Nebius is our top candidate to play the theme.
Nebius’s strong founder has already built a business worth $30 billion. He bested Google in that venture. Business leaders who won once are more likely to win again.
Google investors multiplied their money 20 times over 20 years. Nebius could be in a similar situation.
Full Investment Thesis
https://fitinvestmentideas.com/2024/11/14/nebius-group-well-positioned-to-be-an-ai-megatrend-winner/
NordicGuy
15.11.2024 kl 11:13
229
INterview with the founder of Nebius - short introduction why Nebius could tripple by mid 2025
The Nebius story
https://youtu.be/9xgfbaABkYg?si=2Bch3CN1_PvI5jPX
The Nebius story
https://youtu.be/9xgfbaABkYg?si=2Bch3CN1_PvI5jPX
NordicGuy
19.11.2024 kl 12:10
178
SeekingAlpha article on Nebius
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
NordicGuy
I går kl 13:28
95
NVIDIA buys Nebius stake in USD 750 million financing announced today:
Nebius is the largest listed AI processing company. Backing from NVIDIA is a strong vote of confidence:
The announcement:
https://group.nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure
Nebius Thesis:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
Nebius is the largest listed AI processing company. Backing from NVIDIA is a strong vote of confidence:
The announcement:
https://group.nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure
Nebius Thesis:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner
NordicGuy
I dag kl 09:29
28
NVIDIA buys stake in Nebius
https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round
https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round