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The YouTuber is bullish on Nebius, citing its role as a 'Neocloud' provider for AI infrastructure, securing major contracts with Microsoft and Meta due to hyperscaler capacity constraints. He believes Nebius is well-positioned for sustainable growth over the next 3-10 years, especially given its experienced management from Yandex, and its vision to build a full-stack AI cloud.
“I really think there's a long runway here. I think this is going to be some sustainable growth in the next three to 10 years.” — ▶ 12:00