1 deck published between 2024-12-01 and 2024-12-01 — 3 pages, 3 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Nebius — the de-Russified Yandex remnant now an AI cloud pure-play backed by Nvidia and Accel — is mis-priced ahead of analyst coverage; Citron sees $50+.