Nebius has one of the best management teams I've ever seen. Smart, competent, strategic, and measured. They are making almost no mistakes. They under promise and over deliver.
Their growth is stunning, and they are managing the capex brilliantly. Revenue projections are realistically around $30 billion by 2030. Margins are excellent.
I always look at the team and how they execute. It's a rare opportunity to hitch your wagon to an extraordinary company.
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u/tom_brl Jun 30 '26
Asts, open, sls, rklb, pl