Nebius remains attractive despite growth expectations

Conviction: 58% · Horizon: 3Y · 2026-06-18

AI infrastructure demand can justify Nebius valuation

Nebius can benefit from sustained demand for AI compute capacity, cloud infrastructure, and data-center services, while its valuation remains reasonable if execution and revenue growth continue.

Instrument	Side	Target	Reason
NBIS	Long		Nebius offers exposure to expanding AI infrastructure demand, and the current valuation can remain attractive if growth opportunities continue to scale faster than market expectations.

Themes

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