Tevis: Why Nebius Is Still His Top Position

Nebius pulled back hard, and Tevis from Fund of Investing didn't flinch. It's still his number one position, and he walks through exactly why. He joins Gav to lay out the full bull case behind Nebius, the hyperscaler contracts, the capacity that's already sold out, and the earnings ramp, then does something most people won't: he makes the honest bear case against his own biggest holding and explains why he isn't worried about it yet. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: How to actually read a chart, not just look at one What it actually takes to survive 25 years in this business A systematic approach to NFP, the monthly data release that wrecks most accounts Direct answers to your actual questions, live, not buried in a Discord you're already paying for Relationships you can't build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Tevis / Fund of Investing: X: @Funofinvesting YouTube: @Funofinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results