What top creators are saying about Nebius(NBIS)

Highlighted as a breakout candidate; host is actively buying calls and spot positions.

Identified as a 'neocloud' middleman trading at unjustified valuation multiples according to Jim Chanos.

Identified as a top pick in the neocloud theme due to exposure to spot compute prices.

Part of the high-conviction AI infrastructure sector supporting model development.

Showing resilience and growth following its NASDAQ inclusion.

Rapidly scaling with a $2 billion to $2.5 billion CapEx program and shifting 70-75% of capacity to the U.S.; high-profile backing from investor Leopold Aschenbrenner who holds a 15% position.

Significant position for AI-focused funds specializing in 'Situational Awareness'.

Significant portfolio allocation at 16.72%.

Received validation from NVIDIA CEO Jensen Huang as a diversified AI infrastructure play.

Rose 14% following a major 8 billion euro partnership announcement with France.

Stock has returned 700% in a year and is currently moving too fast; analyst advises caution and waiting for a correction.

Positioned as a leader in the AI inference market and a core partner for NVIDIA's Vera Rubin chips.

Major position for notable AI researchers; core expression for private AI boom.

Currently the fund's largest position; seen as a primary bottleneck play for AI builders.

Situational Awareness LP disclosed a 5.6% stake; stock hit all-time highs after hours.

Referenced as a competitor that has successfully secured hyperscaler deals.

Situational Awareness LP disclosed a 5.6% stake, categorizing it as a key neocloud investment.

Emerging as a 'NeoCloud' winner with high demand for GPUs and significant stake disclosure from a prominent investor.

Stock surged on a partnership with Bloom Energy and a 30% price increase for its services.

Seeing massive growth due to global compute starvation and demand for GPU capacity.

High-beta play that has pulled back; attractive entry suggested significantly below current levels.

Securing deals with hyperscalers as a key competitor in the space.

Beat Q1 expectations with $399M in revenue and raised 2026 power capacity outlook.

Reported 841% YoY revenue growth and is vertically integrating through acquisitions to optimize AI inference.

Positioned as a core AI build-out play after raising 2026 CapEx guidance to $20-$23 billion for GPU capacity expansion.

The stock has experienced a parabolic 700% run and is decoupling from fundamentals. While business execution is strong with a new 1.2 gigawatt site, the analyst warns against chasing the current price and expects a potential capital raise or correction.

Positively differentiated through hyperscaler deals and strategic backing from Nvidia.

A leader in the Neocloud momentum play with a technical target of $214.

Ranked highest due to vertically integrated assets and low commodity risk profile.

Highly bullish sentiment linked to the data center spending boom and GPU demand.

Significant buying opportunity during pullback; projected 600% growth with a $49 billion contract backlog.

Expected to underperform IREN in a performance comparison through Friday, May 1st.

Remains a strong AI infrastructure play if it can bounce off the $138–$140 support level.

Bullish due to superior economics over competitors and hidden value in its 28% stake in ClickHouse.

Experienced a marginal gain of 0.60%, but is part of the author's broader concern regarding Neocloud asset performance and price flippening.

Strong performer in the 'NeoCloud' space with speculation regarding partnerships with Anthropic.

Author suggests the company might be acquired by IREN rather than being the acquirer.

Analyst suggests trimming profits due to extreme short-term extension after a 70-80% run.

Cited as an established competitor in the AI compute infrastructure space with significantly higher CAPEX.

Mentioned as a name with strong retail interest and portfolio relevance.

Closed at an all-time high and is currently the leader in the Neocloud sector following massive AI inference budget increases.

Identified as a core component of the trending AI infrastructure stack.

In price discovery mode with strong momentum in the AI data center space; part of NVIDIA's portfolio.

Hyper-growth play with a $40 billion backlog and projected 600% growth over the next 12 months.

Viewed as a top-tier neocloud with strong management, though currently seen as overbought at $156.79; investor is holding position and selling covered calls.

Identified as a new entrant that may offer more alpha than larger tech giants.

Viewed as best-in-class provider with a diversified model, though dilution remains a risk.

Beneficiary of a massive $27 billion AI deal with Meta; utilizing preferred convertible debt financing for data center expansion.

Described as a 'coiled spring' with significant upside potential.

Extremely volatile high-reward/high-risk play in the AI infrastructure space.