Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets (Archive)
Nebius is redeploying elite Yandex engineering to build a high-growth AI infrastructure platform.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- Nebius Group is a former Russian mega tech company (Yandex) starting over after severing all ties to Russia.
- Nebius' management and R&D teams have a strong right-to-win in the data center infrastructure markets they are targeting.
- Nebius' core business is expected to expand rapidly in FY25, driven by growth in customer accounts and data center capacity expansions.
- 1-yr fwd EV/Revenue valuations are attractive vs peers, especially pure-play competitors. Relative technicals vs SPX500 are also bullish.
- Much of the leadership team including the CEO comes from the former Russian company. But I don't have many doubts about their alignment toward minority shareholders.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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