Nebius – NVIDIA elevates the Neocloud player, and the sell-off is likely more of an entry opportunity!

For me, the NVIDIA stake of 9.3% in Nebius is much more than a side note. When the world's leading chip supplier holds over 22 million shares and is not allowed to sell the warrant-linked pieces until September 2026, this is a strong signal of trust in the scalability of the business model. After the brutal crash of around 40% from the record high of $299.86, I see an attractive reassessment here. What particularly convinces me is the context : over $40 billion in contracted revenues with investment-grade customers like Microsoft and Meta, along...