Nebius: Why ARR Per MW Signals A $100B+ EV Upside


In our Q2 preview, we projected Nebius’ (NASDAQ: NBIS ) ARR to exit the quarter between 403 million , up from 405 million ARR not only hit the top end, it surpassed it. This validates ourHi, 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 Global, with BSc and MSc degrees from U.K. ...