Mike S
1.8K posts
$NBIS
Nebius = Builds giant AI computer farms (Nvidia chips) and rents them out like an “AI cloud landlord” → Grade: A
Revenue exploding: ~$530M in 2025, targeting $3–3.4B in 2026 with $7–9B ARR run-rate → Grade: A
Huge locked deals: Meta ($27B) + Microsoft ($17B) give massive visibility → Grade: A+
High-risk: Stock very volatile, spends tons building centers, expensive valuation, possible dilution → Grade: C
Watch for: New data center openings + more big contracts (main upside catalysts) → Grade: A
Bottom line: High-torque AI infra play with huge growth potential but swings hard. Fits aggressive watchlist style.
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