$NEBIUS(NBIS)$ What am I missi

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$NEBIUS(NBIS)$ What am I missing here? NBIS has multiple data centers under construction in New Jersey, Birmingham, Independence, and Finland, and likely more beyond that. The overall negative sentiment around data centers seems to be weighing on the stock. Their engagement with Bloom Energy looks forward-thinking, and their pricing approach that separates short-term and long-term demand is smart. They also design and build their own racks, and being full-stack and vertically integrated means they control the whole process. Their cost of borrowed capital is very low compared to other neoclouds.

The company appears fairly priced but needs to keep executing, which they have been doing well. They now have 5 GW of contracted power and are moving full speed on their DC construction, with 14 billion in cash on hand following the new 5.75 raise. By 2027, this should start translating into significant revenue, so I am staying patient on this one.

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