$NEBIUS(NBIS)$ As artificial intelligence continues to drive the next wave of digital transformation, infrastructure providers like Nebius Group N.V. (NBIS) are emerging as key enablers behind the scenes. From cutting-edge data centers to next-gen GPU deployments, NBIS is rapidly scaling to meet the surging demand from enterprise AI clients. After closely studying its fundamentals, partnerships, and growth trajectory, I've become increasingly bullish on the stock—and here's why.🚀 Explosive Growth from AI InfrastructureNebius reported a 385% year-over-year revenue jump in Q1 2025, with annualized revenue nearing $250 million. As tech giants like Microsoft and Meta ramp up multi-billion-dollar AI investments, NBIS is positioned to capture a meaningful slice of that infrastructure spending.🧠 Strategic Edge & Product StrengthAs the first in Europe to deploy NVIDIA's powerful GB200 Blackwell chips, Nebius leads on both performance and compliance fronts. Its collaborations with Saturn Cloud, WEKA, and ClickHouse deepen its enterprise appeal and expand its technical moat.💰 Strong Financials & Scalable Capital StrategyWith $1.4 billion in cash and no debt, NBIS has the runway to aggressively scale. The $1B in convertible notes further boosts its flexibility, while its non-core holdings like Toloka and ClickHouse offer hidden optionality.📈 Technical Momentum & Long-Term UpsideNBIS has shown bullish chart setups and notable options activity. With positive EBITDA expected in H2 2025 and potential ARR reaching $3.5–4B by 2028, current valuation (~4.9x EV/sales) suggests significant long-term appreciation potential.🔎 Final ThoughtsWith the right mix of AI-driven growth, strong financial footing, and increasing market validation, NBIS is not just a speculative play—it's a long-term conviction hold. For those seeking exposure to the backbone of the AI revolution, Nebius is one of the most compelling names on my radar.@TigerStars  @Tiger_comments