$NEBIUS(NBIS)$ Rosenblatt star

$NEBIUS(NBIS)$ Rosenblatt started coverage at Buy with a 304 target this week, and the tape didn't care. Shares fell 7.4% Thursday in the leveraged AI infrastructure selloff, closing around 220 against a 52-week high near 300.

Q2 revenue was up 454% year over year to 582 million, the annualized run-rate hit 3 billion at the end of June, and adjusted EBITDA was 236 million versus a 21 million loss a year earlier. Hard to square that with the balance-sheet worry narrative.

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