Nebius ( NBIS ) might be the best hyperscaler to be buying right now as it has a seriously strong balance sheet and a clear path to scaling rapidly and leveraging this to offsetMy name is Andres Veurink and I have been in the financial markets for over a decade at this point, spending the majority of that in a hedge fund here in Rotterdam, working my way up as an analyst. My work relfect rigourious standards as I myself have a very high standard as to what I invest my money in. My preferred sectors to follo ...

文章核心观点 - 沃伦·巴菲特旗下的伯克希尔·哈撒韦公司已开始减持其对VeriSign的初始投资 [1] 分析师背景与研究方法 - 分析师拥有超过十年的金融市场经验，大部分时间在鹿特丹一家对冲基金担任分析师 [1] - 研究工作遵循严格标准，对投资标的设有高要求 [1] - 重点关注科技行业，特别是SaaS和云计算业务，认为这些领域蕴含巨大增长机会且研究活跃 [1] - 所有工作均为个人观点，研究由分析师独立完成 [1]