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Summary

Nebius has surged 32% since my last article, confirming my bullish thesis.

I see NBIS at the forefront of the data center AI revolution, warranting a higher valuation.

Despite the recent rally, I maintain the view that NBIS remains undervalued.

I am maintaining my bullish rating ahead of upcoming earnings, expecting continued positive momentum.

Jonathan Kitchen/DigitalVision via Getty Images

My bullish thesis about Nebius Group N.V. ( NBIS ) is playing out as expected. It appears that the stock has finally broken out of consolidation. Since my last piece , it surged 32%, but, quite frankly, I

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).…