What Nebius Group Bulls Got Right

If Nebius Group sat on a watchlist instead of in a portfolio this year, the gap between watching and owning probably feels sharp. Investors who held Nebius Group from the start of the year are up 70.4%, including dividends. That outcome invites a backward look. What in the early bullish case, built on the belief that Nebius could win and scale giant AI infrastructure contracts like the Microsoft deal, could have signalled this upside before it showed up in the chart? Nebius Group is not the...