Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Nebius moved sharply higher after announcing a multi-year AI infrastructure agreement with Microsoft with a contract value of $19+ billion that effectively exceeded Nebius’ pre-announcement market capitalization. The more important...
— Ryan O'Connor
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Nebius Group
Nebius benefited from massive demand for GPU compute clusters, leading to a major capacity-clearing deal with Microsoft and validation of its autonomous vehicle subsidiary Avride. Despite multiple trims...
V. is positioned as...
V. has successfully transitioned...
More institutional theses from Crossroads Capital
Nintendo is transitioning from a cyclical hardware seller into an ecosystem platform with perpetual user growth and high-margin recurring software revenues. The firm expects...
Vistry Group is transitioning from traditional capital-intensive homebuilding to an asset-light, high-ROIC partnerships business that is resilient against interest rate fluctuations. This transformation will...