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Nebius: Thoughts Ahead Of Q3 Earnings And Following Hyperscaler Reports
Seeking Alpha· 2025-11-08 03:53
It’s been over a month since my previous article on Nebius Group N.V. ( NBIS ). During this time, the company’s shares have reached my target price of $138, corrected to $94.6, rebounded above $130, and then started to correct again. TheseI am the head of research for the pre-IPO and venture division of the investment bank. Prior to that, I have been working as a global equity research analyst in an investment bank for the past 5 years. My specialization are Biotechnology, Internet and Media. I Received my ...
Alphabet: Q2 Results, Waymo, Gemini, SpaceX's Stake, And More
Seeking Alpha· 2025-07-29 22:01
根据提供的文档内容,以下是总结的关键要点: 分析师背景 - 分析师为投资银行预IPO和风险投资部门的研究主管 [1] - 此前5年担任全球股票研究分析师,专注于生物技术、互联网和媒体行业 [1] - 2017年获得CFA资格,同时拥有FRM资格 [1] - 运营俄语Telegram频道 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品持有Alphabet Inc (GOOGL)的多头头寸 [2] - 文章内容为分析师个人观点,未获得除Seeking Alpha外的其他报酬 [2] - 与文中提及公司无商业关系 [2] 注:文档中未包含关于Alphabet公司或互联网/媒体行业的具体分析内容,因此无法提取相关行业或公司数据要点。