Nebius Group N.V. (NBIS)

Nebius Group N.V. (NBIS $130.82)
- $130.82 Cap: $31.14B
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Nebius Group N.V. (NBIS $130.82)
- $130.82 Cap: $31.14B
- View NBIS Profile
- View Questions on NBIS
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Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks

Read Answer Asked by kim on October 31, 2025

Varonis Systems Inc. (VRNS $35.23)
- $35.23 Cap: $4.15B
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Nebius Group N.V. (NBIS $130.82)
- $130.82 Cap: $31.14B
- View NBIS Profile
- View Questions on NBIS

Q: have a small investment in this stock is it time to sell and buy more nebuis.
Thanks

Read Answer Asked by andre on October 29, 2025

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Vertiv Holdings LLC Class A (VRT $192.86)
- $192.86 P/E (TTM): 95.34X Cap: $73.98B
- View VRT Profile
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Nebius Group N.V. (NBIS $130.82)
- $130.82 Cap: $31.14B
- View NBIS Profile
- View Questions on NBIS

Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Read Answer Asked by Stefan on October 27, 2025