Nebius (NASDAQ: NBIS ) has seen its stock kick into high gear in no small part due to the bullish rally seen at close competitor CoreWeave ( CRWV ). With the vast majority of its value coming fromJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the conventional ...