Buy NBIS on the Eigen Pull: Play the AI Inference Bottleneck Reprieve
Nebius (NBIS) is a neocloud infrastructure name that just closed a material valuation gap by agreeing to acquire Eigen AI for ~$643M. The deal strengthens Nebius' Token Factory and targets the AI inference cost curve, a pain point for enterprise adoption. The stock is expensive by earnings multiples but is trading on momentum and a credible path to…