Considered 'deeply undervalued' due to its Nebius spin-off, which has capacity fully sold out and guidance for 10-20x revenue growth. The value of its underlying assets like AVRide is seen as a major hidden catalyst.

An early and successful data center investment by a guest, who cited its diversified businesses as a valuation cushion.

Benefitting from Nvidia's strong performance and the AI 'ripple effect,' with the stock mentioned as being up 7% in after-hours trading.

The former CEO of Yandex is now the CEO of Nebius, suggesting the Nebius leadership is top-tier and well-connected.