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🚨 JUST IN: $NBIS "The Art of AI Investing" The stock market is all about picking winners, but most importantly finding stocks who have the potential to transform the world & generate amazing ROI to shareholders. Its also important that they are within the infancy level, the curve of revenue growth is starting but nothing compared to the potential returns in the next few years. NEBIUS is at its infancy, as we await the opening of NJ Data Center with 300MW by Q4 we should have many more details about new Greenfield sites coming next in US, UK, Finland & Israel. We are aiming for 1GW by end of 2026 or x5 from where we are today, probably even more after the Microsoft $19.4B agreement. When I analized the revenue potential from NEBIUS I was amazed at what could happen in the next 10 years, understanding there is a $3.5 Trillion TAM up for grabs. There are Infrastructure Data Centers players but who owns the full stack? meaning Data Centers, Hardware, Supercloud platform, AI expertise & talented team of engineers only $NBIS does. Then we have the Startup ecosystem (the NEBIUS subs) Clickhouse, Toloka & AVRide which yesterday announced more than 100K Robot deliveries in just one campus. The Robotaxi brings another growth vertical with Uber & Hyundai partnerships. Combined TAM & sensitivity putting both together, the combined U.S. TAM (Robotaxi + AV delivery) might (in our base case) reach: ~ USD 3 B in 2025 ~ USD 21–25 B by 2030 ~ USD 70–80 B by 2035 If the market grows faster (more adoption, more use cases), the upside scenario just on Robotaxi + AV delivery might push the 2035 combined TAM to $100–120B or more. In a conservative (slow adoption) scenario, perhaps only ~$30–40B by 2035. These were the main reasons why after analizing all the pieces of the NEBIUS portfolio of assets I went in from 60% to +90% of my stocks portfolio. I anticipate the next 12-24 months will be ROI, speed & execution with many more catalysts that will accelerate our growth & position the company among the serious contenders in the AI field. $NBIS clearly represents a x10 investment (10 bagger) in next 10 years at a minimum. It is everything I research for in a stock, the massive acceleration of revenue from 2025 onwards will make many millionaires among their shareholders. Take your time review this DCF model from Northland that was published recently & let me know your thoughts. GLTA.

@nebiusai @nvidia CRO Marc Boroditsky you are unique sir! Keep rocking. Thanks for all your efforts & energy! 👏🏻👏🏻👏🏻👏🏻

That’s a wrap on #NVIDIAGTC. Thanks to everyone who stopped by and joined the discussions! And thanks to all who came out to the Night Market we sponsored yesterday. Our CRO, Marc Boroditsky, went on stage with Rod Evans, @NVIDIA’s EMEA VP fpr Supercomputing, AI Factories and NCPs, along with No Latency eXperience — the fantastic Nasdaq band led by Bradley Peterson. See you at NVIDIA GTC, Washington D.C. later this year! #GTC26

@MB_Hogan $400-500 at least

@TopTechStocksUS True we are going MUCH higher by then

$NBIS is a beast this morning with this green bounce. Lots of accumulation here. Why? Major creditors just told you the answer by their willingness to give Nebius $4B for a 1.85% blended return rate. Nobody accepts that interest rate unless they see the stock going to the convertible share price floor of $180+

@wienglischmann @nvidia Amazing Team pushing NBIS. Congrats to all! Excited is an understatement

In the past week, we have: 🤝 secured a strategic partnership with @NVIDIA 📑 done our biggest customer deal ever 💰 raised $6bn in new capital You don’t see most of the people who make this happen – our corporate development, legal, finance, and HW infra teams. But the work they do is incredible. Thank you, guys 😎 nebius.com/newsroom/nebiu…

$NBIS all set $4B ✍🏻 interest: 1.25% ~ 2.6% ✅ Let’s continue our journey

@Vsia21651 NBIS will take care of all of us. 😜

@TopTechStocksUS Gosh. I love his enthusiasm when he says " Nebius will take care of you"

$NBIS This is $NVDA CEO Jensen Huang’s advice… ✍🏻

@MarkosAAIG They will definitely show it when it closes in 1-2 days

So Nebius has disclosed the proposed private offering of $3.75 billion of convertible senior notes, but they didn't disclose the conversion price. This is something that can still follow, and it's something that I track closely and is needed for transparency. So at this stage, Nebius announced a proposed offering. This means that the book building has not finished yet and the terms are still being negotiated with institutional buyers. This usually takes a few days. Investors submit their demand in terms of size, yield, and conversion premium, and then the final terms are set, and then after that the conversion price is disclosed. You have to understand that these terms are determined via competitive demand, so they are letting the market bid for the terms. When investors compete, the premium can go higher and the coupon goes lower. By not locking terms up front, Nebius is essentially saying, let's see how aggressive investors are willing to be. If they would disclose it in upfront, it would cap upside on pricing. So we just let them do their thing at this point. For now, there are two things to monitor. If they disclose pretty fast in like one or two days or in the beginning of next week, that would be, in terms of timeline, pretty fine. But if the deal drags out, that's a potential signal on demand and on pricing via investor pushback. For the people that are going to compare with the Iren deal, because I know X will be all over it again, which is totally useless, when iron disclosed their conversion price upfront, the deal was already priced and anchored or structured with the pre-agreed terms. And this is very typical when the deal has a smaller size and you have certain pre-arranged investors, and there's less of a dynamic demand process. So there is no point in discussing the difference between this and Iren offering at that time. So for now, let them do their thing and then see how quickly they disclose the conversion prices. $NBIS

🚨 $NBIS Nebius gives VC-backed growth-stage companies a fast track to enterprise adoption in collaboration with NVIDIA Enterprise Readiness Initiative brings together the Nebius Token Factory inference platform and NVIDIA inference platform to help AI-native companies optimize their products for the enterprise Insight Partners, Accel, and Fellows Fund are launch partners for the program San Francisco, March 17, 2026 — Nebius announced the Enterprise Readiness Initiative, a hands-on acceleration program to help AI-native startups scale their products to win enterprise customers in collaboration with NVIDIA. Launched in partnership with Insight Partners, Accel, and Fellows Fund, the program pairs engineering teams from VC portfolio companies with Nebius engineers, as well as expertise from NVIDIA, to get their products running reliably and securely at enterprise scale. For most AI-native companies, enterprise adoption hinges on demonstrating products that meet enterprise expectations for performance, security and compliance. They also have to ensure their products can be delivered at scale, with sustainable unit economics. This joint program helps teams prove both before entering enterprise sales cycles. Over an intensive engagement of up to six weeks, teams optimize inference performance and economics using Nebius Token Factory accelerated by NVIDIA inference platform — compliant, managed, purpose-built AI infrastructure that they don’t have to build or source themselves. Roman Chernin, co-founder and Chief Business Officer at Nebius, said: “We’re now in an era of new ISVs and AI-native product companies growing at the speed of light. Most of them critically need hands-on support and infrastructure expertise at the scaling stage to build sustainable, economical growth and win in the enterprise market. That's what this program delivers – working directly with NVIDIA and Nebius engineers on your actual workloads, not hypotheticals." From term sheet to production: Why leading VCs are leaning in Leading venture capital firms are leaning into the Enterprise Readiness Initiative to offer their portfolio companies an opportunity to gain a structural advantage at the point where many AI projects stall. “As AI-first companies move from experimentation to deployment, the steps from prototype to production are where many promising teams can encounter significant friction. The Enterprise Readiness Initiative offers startups access to strong infrastructure and engineering expertise, helping them operationalize AI product delivery at enterprise scale with confidence.” – George Mathew, Managing Director at Insight Partners “Enterprise customers are raising the bar quickly. It’s no longer enough for AI startups to show what a model can do — they need to demonstrate predictable performance, cost efficiency, and operational maturity at scale. That transition is a critical and often fragile moment in a company’s lifecycle. Having direct access to the combined engineering depth of NVIDIA and Nebius gives our portfolio companies the infrastructure foundation and guidance they need to navigate that inflection point with confidence — and avoid the missteps that can slow or stall enterprise momentum.” – Matt Weigand, Partner at Accel “Early AI startups are moving incredibly fast. They can’t afford to lose momentum solving infrastructure challenges that aren’t core to their product vision. This initiative allows our portfolio companies to stay focused on building differentiated products, while ensuring they’re running on infrastructure that meets the standards enterprise customers expect.” – Alex Ren, Founding Partner at Fellows Fund

🚨 $NBIS & $CRWD Huge security upgrade with Crowdstrike partnership Win-Win. Total sinergies.

@joshkaineallen @DrTomsLens Its normal after doing a $3.75B private offering to institutionals of preferred convertible notes. It will close within 2 days & up we go loaded with cash.

@DrTomsLens @TopTechStocksUS Down she goes lol

Another day, another big win for $NBIS! It’s official: financial superapp Revolut is building the future of finance on $NBIS AI cloud. The company is now using Nebius infrastructure and Token Factory to support 6 major use cases: 1. Revolut’s FinCrime AI agents for fraud detection. At first, Revolut believed these complex and sensitive tasks would be better served by leading proprietary models running through its internal workloads, expecting the costs to decline over time. Instead, the opposite happened: token usage exploded, margins came under pressure, and costs moved in the wrong direction. Revolut then turned to $NBIS' open-model stack. After evaluating several options, the company ultimately selected Kimi K2.5, which delivered strong reasoning at roughly one-third of the cost. Worth mentioning, $NBIS added this flagship Chinese model just 17 days after its release, allowing Revolut to adopt it with remarkable speed. 2. Cross-sell optimization. 3. AI chat orchestrators handling more than a million tickets per month, with 80% resolved without human escalation. 4. Text-to-image card customization. 5. Retraining lighter open-source models. 6. Building a foundational transaction model called PRAGMA, trained on years of behavioral data including more than 40 billion events from 25 million users. This model can then be reused across domains such as financial crime, product cross-sell, and credit risk assessment. For $NBIS, this announcement is important validation of its customer obsession, its engineering excellence that enables near day-one onboarding, its open-model strategy, and its vision of building specialized AI cloud infrastructure for finance, as outlined on the most recent earnings call. Appreciate @wienglischmann for pointing me to this story. Full story below: nebius.com/customer-stori…

🚨 $NBIS announces proposed private offering of $3.75B of convertible senior notes. First tranche: $2.0B due 2031 Second tranche: $1.75B due 2033 Consider the recent capital-raising trajectory: $1B in convertible notes in June 2025, then $2.75B in convertible notes plus $1B in equity in September 2025 (total ~$4.2B gross proceeds). Every previous raise has been deployed into capacity that was already pre-sold or rapidly absorbed. The $17.4B Microsoft contract and multi-billion-dollar Meta deal were both secured after earlier raises, demonstrating that capital deployed into infrastructure is generating contracted revenue at very favorable ratios. The maturity structure (2031 and 2033) is also noteworthy. These are longer-dated than prior issuances (2029, 2030, 2032), which suggests management is laddering its debt to avoid a concentration of maturities and extending duration to match the long-lived nature of data center assets. That's smart liability management. The ~$560M overallotment option signals institutional demand is strong — underwriters don't request large greenshoes unless they're confident in placement.

$NBIS a few days ago I read from a Nebius employee about Financial Services vertical was coming up soon... Revolut case study is showing up on the web + they showcase today at GTC in Nebius booth 713 at 4pm. ✅ nebius.com/customer-stori…

@DrTomsLens I saw someone mention Financial vertical coming up soon... surely they are gearing up to it when its due time. We are getting closer with that Revolut case study published

@TopTechStocksUS Maybe they don’t want to overload people, it’s been a lot to process last few days :)

$NBIS anyone else thinking the TAM just got a lot bigger?

$NBIS AI has caught the trick too PT $232 !! 📈🟢

$NBIS Maths $META 27B+ $MSFT 19.4B = $46.4B (5Y) Market Cap still = $33.4 B Clearly UNDERVALUED Upgrades are starting… Arete Research PT $291 DA Davidson PT $200