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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

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

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Equity Bottom-Up

<ul>
<li>Demand for AI compute has opened the door to a new kind of business: GPU-as-a-Service.  New kids on the block, Nebius and CoreWeave, are competing with the hyperscalers.</li>
<li>Nebius has gained a foothold in the rapidly growing AI data center market, and it's eyeing up to $1 billion in recurring revenue by the end of 2025. </li>
<li>The best comp is CoreWeave,  but Nebius' balance sheet is much stronger, allowing it access to cheaper capital to help fund its growth.</li>
</ul>


Demand for AI compute has opened the door to a new kind of business: GPU-as-a-Service.  New kids on the block, Nebius and CoreWeave, are competing with the hyperscalers.
Nebius has gained a foothold in the rapidly growing AI data center market, and it's eyeing up to $1 billion in recurring revenue by the end of 2025. 
The best comp is CoreWeave,  but Nebius' balance sheet is much stronger, allowing it access to cheaper capital to help fund its growth.


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