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I bought $NBIS (Nebius) when it was above $100.
Then it crashed.
That’s never fun to sit through — and I won’t pretend otherwise. But interestingly, as the stock fell, my conviction in the business actually got stronger, not weaker.
Why?
Because the price action didn’t change what Nebius is building.
Nebius isn’t just another “AI cloud” story. It’s a vertically integrated Neo-cloud platform — owning and operating critical layers of the stack that most companies have to rent or outsource.
They’re not just selling compute.
They’re building an ecosystem.
• AI-optimized cloud infrastructure
• High-performance GPU clusters
• Proprietary software layers
• Integrated services for AI training and inference
• Deep focus on enterprise and AI-native workloads
And today’s jump only adds to that conviction — not because of a single green day, but because it suggests the market may finally be starting
#AIStocks #CloudComputing #TechStocks #HighConviction
#GrowthInvesting #AIInfrastructure
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