Leonid Zadorozhnykh @ProDoser: "Portfolio update: Increasing my exposure..."

Finland

Portfolio update: Increasing my exposure to Nebius $NBIS (Nebius Group NV) just posted another quarter of massive growth, revenue up 355 % YoY and a $3 billion AI deal with $META (Meta Platforms Inc) on top of the earlier partnership with $MSFT (Microsoft) Let’s not forget that Nebius was backed by $NVDA (NVIDIA Corporation) with $700 million! Let’s see how Nebius can get a slice of the cloud and AI infrastructure from giants like $AMZN (Amazon.com Inc) Despite that, the stock dropped after earnings for not meeting lofty expectations. For me that’s an opportunity, not a problem. I used this dip to increase my position, taking advantage of what I see as a short-term market overreaction. Nebius is scaling fast in one of the strongest global themes. AI cloud and GPU infrastructure is in high demand and Nebius sold out all their capacity. I believe this is just the beginning of their growth story. No leverage. No panic. Just conviction. 💡 ——— ℹ️ Disclaimer: This post reflects my personal opinions and market observations and is not financial advice. 🤝 You can start copying my trades from just 300$ - check pinned post for more details. ⚠️ Past skyrocketing gains are not a guarantee of future results.