I would like to caveat this thesis with the fact that I have not bought Nebius shares since the valuation was at recent trough levels. MyOliver Rodzianko is a macro-focused investment analyst with a global perspective and a focus on public equity strategy. His approach is grounded in valuation discipline and long-term fundamentals, with emphasis on sectors including technology, semiconductors, AI, and energy. He is U.S.-market centered, with international awareness informing his process. He manages a long-o ...