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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 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...
— Andrew Jakubowski
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Other investors who've written on Nebius Group
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Nebius is a company we know well, having formerly been part of Yandex. In its current...