Home Stock Ideas Long Ideas Tech  Summary Nebius has surged 32% since my last article, confirming my bullish thesis. I see NBIS at the forefront of the data center AI revolution, warranting a higher valuation. Despite the recent rally, I maintain the view that NBIS remains undervalued. I am maintaining my bullish rating ahead of upcoming earnings, expecting continued positive momentum. Jonathan Kitchen/DigitalVision via Getty Images My bullish thesis about Nebius Group N.V. ( NBIS ) is playing out as expected. It appears that the stock has finally broken out of consolidation. Since my last piece , it surged 32%, but, quite frankly, I Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.…