Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

SoftBank Soared. And This Hidden AI Power Play Could Be Next

The “Nebius” Big Thing: The AI Stock You Want To Know Now

Nebius Group N V (NBIS) - Friday, Nov 15, 2024

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Equity Bottom-Up

<ul>
<li>Big Tech is throwing hundreds of billions of dollars at the AI boom and neocloud providers, who are building AI data centers, are central players.</li>
<li>I wrote a Research piece about Nebius two months ago. Since then, its stock has doubled, thanks in part to a $17.4 billion contract with Microsoft.</li>
<li>I took a close look at the deal, ran some scenarios, and came across IREN, a promising but lesser-known company that’s trying to follow the same playbook</li>
</ul>


Big Tech is throwing hundreds of billions of dollars at the AI boom and neocloud providers, who are building AI data centers, are central players.
I wrote a Research piece about Nebius two months ago. Since then, its stock has doubled, thanks in part to a $17.4 billion contract with Microsoft.
I took a close look at the deal, ran some scenarios, and came across IREN, a promising but lesser-known company that’s trying to follow the same playbook


Nebius ($NBIS) Is Riding High – And This Hidden Rival Is Copying Its AI Playbook