Could you provide a little more details :)
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@jkb92 of course! In my opinion Nebius is painting a rare picture: a company where the current Market Cap is lower than the projected revenue for a single year (2029). With massive contracts with Meta, Microsoft, and NVIDIA.
All racks sold out and customers being turned away due to excess demand. This isn't speculation, it's arithmetic.
All racks sold out and customers being turned away due to excess demand. This isn't speculation, it's arithmetic.
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•@savvy_investor_1375 I agree :) I wonder why data Center stocks are performing well today rather against the market. Maybe because there is a fear that Iran targets data centers in the Middle East?
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•@jkb92 i think that the recent Iranian attacks on AWS facilities in the UAE and Bahrain (plus threats against other hyperscalers in the Gulf) are triggering a rotation toward names with lower exposure to the Middle East. Nebius is mainly focused on Europe and the US — that could explain its relative strength today
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