Dear all, after 8 months have left, let 's review what is going on in global market and how is your money on hand depreciated ? Because USD Index is the worst in this YTD. performance. I hope you have keep your gold as it is all time high now.
After checking the earning and price action, share with you on this Nebius and check the right price for entry. I will analyze Nebius Group N.V. (NBIS) and its peers using a framework inspired by Charlie Munger’s approach to investing, which emphasizes understanding a company’s competitive moat, management quality, financial health, and long-term growth potential while considering risks and market dynamics. I’ll incorporate insights from recent earnings, government policies, regulatory climate, labor conditions, suppliers, customers, competitive landscape, technological trends, vulnerabilities, pricing power, scalability, and financial performance to provide a comprehensive analysis and forecast for NBIS in 2025. The analysis will also benchmark NBIS against peers like CoreWeave and major hyperscalers (e.g., AWS, Microsoft Azure). ### Overview of Nebius Group N.V. (NBIS) Nebius Group N.V. is a Netherlands-based technology company specializing in AI infrastructure, offering ...
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