Noé - NG Research
NG ResearchFrench finance student passionate about tech equities.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | a year ago | Last Issue | 3 months ago |
| Active | |||||
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noegrs.substack.comLatest Issues
Nebius Q4 2025 Review
Company : Nebius Group
Ticker :
Date : 12/02/2026
Headquarter : Amsterdam, Netherlands
Arkady Volozh, Nebius CEO
Abstract
The market sold Nebius 2-3% after earning got released because Q4 revenue of $227.7 million miss...
Nebius Group Q4 2025 Earnings Preview
Company : Nebius
Ticker :
Date : 31/01/2026
Headquarters : Amsterdam, Netherlands
Earnings Date: February 12, 2026
Why This Quarter Matters
Nebius’s Q4 earnings will answer the central question that has driven a 220%+...
Europe's Hidden Defense Champion
Introduction
There’s a defense company in Europe that wins 95% of the tenders it competes for. Not in missiles, fighter jets, or tanks, but in a technology so critical that navies literally cannot leave port without it.
The threat is o...
Digital Sovereignty Is Now A European Priority
Made with AI
On January 17, 2026, President Trump announced 10% tariffs on eight European nations, escalating to 25% by June 1 if Denmark refused to cede Greenland. The EU responded within 48 hours by convening emergency meetings and prepa...
Understanding Bare Metal vs Virtualization for Neoclouds
The Neocloud trade has evolved. We are past the initial phase where access to H100s was the sole determinant of value. As the market matures, the alpha has shifted to compute efficiency.
For the investors, the lens through which to evaluat...
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