Nebius Is Past The Narrative Phase

2026-01-22 04:14:50 ET

All key questions were already answered in the last quarter for Nebius Group ( NBIS ). Demand is there. Hyperscalers are real clients. Capacity sells when it goes live. These points have been already covered , and there is no need to repeat them again. What happened in the Q3 earnings call is much more complex, and I would say much more important. The company stopped talking about what Nebius is going to be in the future....

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