The next two deepdives are out!
These are on $GRAB and $NBIS.
The $GRAB deepdive is a refined v...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
Nebius (NBIS) is highlighted as a strong play in the datacenter space, integral to the AI revolution, with a potential to grow from a $30B to a $100B company due to its full-stack, vertically integrated moat. While NBIS is up 3x YTD, the author suggests it remains a core datacenter exposure. A refined deepdive on Grab (GRAB) is also available for review.
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