Since my last thesis , Nebius ( NBIS ) has transitioned from infrastructure deployment mode to monetization inflection. Where validation scaling of scale, capacity, and contract velocity was the focus of the previous one, the next is on the Annual Recurring Revenue (ARR) beingHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA ...