I continue to accumulate Nebius not because it is popular, but because it is still misunderstood. In a market obsessed with short-term AI winners and headline momentum, Nebius sits in a rarer category: real infrastructure, real revenue visibility, and a business model aligned with where AI spending is actually flowing. While many AI stocks are priced for perfection, Nebius is still being valued as if its best days are hypothetical. I see that gap as opportunity.

The core reason I'm adding now is where Nebius sits in the AI value chain. The AI boom is no longer just about models or flashy applications — it's about compute, cloud capacity, and reliable infrastructure at scale. Nebius is positioning itself as a high-performance cloud and AI infrastructure provider at a time when global demand for GPU-backed compute far exceeds supply. This is not a one-cycle trend; it's a multi-year build-out phase, and Nebius is entering it early.

Another key reason is asymmetric risk-reward. Nebius doesn't need to become the next hyperscaler to justify meaningful upside. It simply needs to execute on contracted capacity expansion, maintain utilization, and scale customers steadily. Downside is anchored by tangible assets and enterprise demand, while upside comes from operating leverage as utilization rises. That asymmetry is exactly what I look for when building positions during periods of uncertainty.

I'm also comfortable adding because sentiment is still fragile, not euphoric. Nebius hasn't become a consensus AI darling, and that matters. The stock still reacts to macro noise, AI rotation, and headline risk — which gives patient investors repeated entry points. Historically, the best infrastructure compounders are accumulated when expectations are muted, not when they dominate financial headlines.

Finally, this is about time horizon and discipline. I'm not buying Nebius for a quick re-rating; I'm building exposure to what I believe is a foundational AI infrastructure platform over the next several years. As long as the company continues to expand capacity, convert demand into revenue, and strengthen its strategic relevance, I'm comfortable collecting shares through volatility. For me, Nebius isn't a trade — it's a long-term position being built deliberately.

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