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This article highlights a bullish thesis on Nebius Group N.V. (NBIS), emphasizing its rapid growth in the AI cloud market and impressive financial performance, with a revenue increase of 385% year-over-year in Q1 2025. Founded by Yandex's co-founder, Nebius is scaling its operations aggressively, enhancing its competitive edge in AI model training through substantial infrastructure investments. Despite high cash burn, the company maintains a solid balance sheet and potential for significant future gains, though other AI stocks may present more attractive opportunities.
Source: YAHOO