What top creators are saying about Nebius(NBIS)— Page 2

Proxy for data center sentiment with high volatility; support is at $80.

High-beta 'Neo-Cloud' play; prone to heavy dilution and volatility. Best used for trading rather than long-term holding.

Has significant projected revenue of $45B over five years despite recent sharp price declines.

Facing pressure from legislative threats against data centers.

Highly bullish outlook due to a $27B Meta contract and $2B Nvidia investment; stock remains 'cheap' despite epic news.

Market is ignoring a massive $27 billion deal with Meta; viewed as a deeply discounted entry point due to market inefficiency.

Identified as a premier NeoCloud and a strong long-term play, though carries dilution risk.

Secured a massive $27 billion contract with Meta, highlighting its role as a critical 'NeoCloud' provider for Big Tech.

Stock fell 11% due to dilution from a $3.75 billion convertible note offering to fund CapEx.

Secured a landmark $12 billion capacity deal with Meta, positioning itself as a key alternative to traditional hyperscalers for specialized AI compute.

Secured a $27 billion AI infrastructure agreement with Meta; high growth potential but risk of share dilution.

Receiving $2 billion investment from NVIDIA; plans to deploy 5GW of systems by 2030.

Datacenter-related play potentially impacted by Oracle's financial performance and high buildout costs.

Flipped from red to 6% green; expanding data center operations in Madrid and Missouri.

Down 15% in a broad market sell-off, but the speaker maintains a positive outlook on the company.

Experienced a 13% drawdown as the market de-risks high-beta infrastructure stocks.

A 10% stock drop after a small earnings miss is viewed as an 'over-the-top punishment' and an opportunity, given the company positively raised its revenue guidance.

The speaker is extremely bullish, calling it the 'cheapest' stock among those discussed. The market is believed to be mispricing the company given its major partnerships (Revolut), new data center, and enormous contracts with Microsoft and Facebook.

Identified as a clear opportunity due to extreme undervaluation and an enormous growth forecast, with revenue projected to increase 10x to 20x over the next 12 months. The speaker is fully invested.

Exceptionally bullish sentiment. Positioned as a high-risk, high-reward investment due to massive predicted revenue growth of 1,500%-2,000% and a strategic partnership with NVIDIA. The market is seen as not knowing how to value it.

The speaker's 'absolute favorite' high-risk, high-reward small-cap pick, projected to grow revenue 10x-20x by 2026. Considered 'dirt cheap' on a growth-adjusted basis (EV/GP/RG of 0.04).

Speaker is extremely bullish, believing the company is completely mispriced with 'enormous upside' given its reported multi-billion dollar cloud GPU deals with Microsoft and Meta.

Considered deeply undervalued and overlooked by the market. It is projected to grow revenue by 10x-20x in 12 months, is already EBITDA positive, and has significant hidden assets like its stake in ClickHouse.

A hyper-growth opportunity considered 'so, so cheap' on a growth-adjusted basis. Deals with Microsoft and Meta are expected to increase revenue by 10x to 20x, a catalyst the market has not fully digested.

An 'incredibly bullish' pick considered 'ridiculously cheap' on a forward basis due to massive, secured contracts with Microsoft ($19.4B) and Meta ($3B), projecting over 1,000% revenue growth.

Highlighted for its diversified business model and AI cloud ambitions, with investors encouraged to consider its potential in AI infrastructure and cloud services.

Exceptionally bullish thesis centered on explosive, contract-backed revenue growth (1600% projected) and a unique software advantage. The current valuation is seen as a massive disconnect from its fundamental prospects.

Identified as one of the speaker's 'bigger plays' and a high-conviction AI investment, with the speaker having accumulated shares in the $30s.

Current debt concerns are creating attractive entry points; consider dollar-cost averaging if it approaches $70.

Considered a 'hyper growth gem' that is severely undervalued relative to its massive, near-term revenue growth potential. The recent stock drop is presented as a buying opportunity, with hidden value in its stakes in AVRide and ClickHouse.

Bought on a dip, trades at 3x 2026 ARR based on new guidance and has secured a second hyperscaler deal, making it an attractive growth opportunity.

Highlighted as a strong play in the datacenter space, integral to the AI revolution, and remains a core datacenter exposure despite being up 3x YTD.

Described as a 'pure play AI cloud business' that has pulled back to a 'pretty interesting' level of $102 after a large run-up.

After dipping on the Oracle news, the stock is considered an immediate buy around $115-$120, with a potential run to $150 if it breaks above $123.

The recent success of Nebius is a key driver for the market's growing belief in the Bitcoin miner pivot to AI/HPC.

The post highlights the significant after-hours move in NBIS, attributing it to strong execution and the broader AI datacenter buildout trend.

Considered fundamentally overvalued after a 60%+ rally on a $17.4B Microsoft deal. The speaker argues the market cap increase far exceeds the deal's likely 10% margin and is considering shorting around $95-$100.

Announced a massive $17.4B-$19.4B deal with Microsoft for AI cloud services, fundamentally changing the company's growth trajectory. The stock is considered 'slightly cheap' even after a 60% price surge.

Involved in a $20 billion deal with Microsoft, highlighting the strong demand for AI infrastructure from major tech companies.

Announced a $17B, 7-year agreement with Microsoft for AI infrastructure, which is expected to significantly boost revenue projections and potentially increase 2025 revenue by 3x year-over-year.

A high-risk, high-reward play with explosive 354% revenue growth. While the speaker is very bullish on fundamentals and its cheap valuation score (0.35), they are cautious on the current price after a fast run-up and are not adding at these levels.

Described as a hyper-growth stock with 624% YoY revenue growth, upgraded guidance, and a valuation considered cheap relative to its growth. The investment case is also supported by its ownership stakes in private companies like ClickHouse and AVRide.

Very bullish sentiment due to explosive revenue guidance ($600M for 2025 vs $161M TTM). The speaker sees dips as buying opportunities, highlighting valuable assets like its 28% stake in ClickHouse and ownership of AVRide, which may be undervalued by the market.