$NEBIUS(NBIS)$ Nebius looks ve

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$NEBIUS(NBIS)$ Nebius looks very oversold across the board here. It feels like the baby is being thrown out with the bathwater. Their debt structure is best in business. They have already started construction on two data centers, one in Missouri and one in Alabama, with another one set to begin construction in Pennsylvania in 2028. They have also kept some compute to be sold at auction, which makes sense since as the data centers are built more carefully and at a slower pace, they can charge more for compute.

If there is any consolidation in the neo cloud space, Nebius will be in the best position of all, and there is no reason why this isn't an outstanding opportunity to add more shares. With a long-term investment horizon, markets always overcorrect and then overshoot. I just have a feeling that going into 2027, Nebius is going to have a strong, significant rally.

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