What top creators are saying about Nebius(NBIS)— Page 5

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.

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.