Long Nebius signal by Rajiv Menon

NBIS looks LONG to me Observation: the news flow is still heavy with AI demand, big contracts, and people calling it a serious growth name, while the stock is only just catching its breath after a sharp run and pullback. Macro view: in this kind of market, money keeps rotating to infra names with real capacity stories, and Nebius is still sitting in that lane, not some dreamy joke stock people clap for and forget. Principle: when the setup has contracts, expansion, and attention all at once, fig