NBIS
Nebius Group$236.12live · 9h agoTotal predictions
5
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
1
Bull / Bear
4 / 1
direction split
YouTubers covered
2
Not enough data to plot yet.
Predictions (5)
Meet Kevin3 callsBullish
Kevin highlights Nebius's strong balance sheet, sizable cash position, and manageable debt load as reasons to view it favorably compared to more indebted neoclouds, especially amid rising borrowing costs.
Earlier theses (2)
Kevin reviews a bullish Goldman Sachs note on Nebius driven by strong per-megawatt compute deal pricing, a new Groq/Nvidia chip partnership, and a Bloom Energy power deal, while noting his own valuation model is more conservative than Goldman's. He flags risks around reliance on upfront customer deposits inflating cash flow, the sustainability of current elevated GPU rental pricing, and Nebius's smaller scale relative to peers like SpaceX and Google.
Kevin views Nebius as part of a group of AI infrastructure/data center plays that he believes will end up as long-term bag holders once compute commoditizes and rental yields compress.
Jo Bhakdi2 callsBullish
The host frames Nebius as a leading 'Neocloud' that is a direct beneficiary of rising GPU rental prices, since Neoclouds are laser-focused on AI compute versus diversified hyperscalers. He personally holds the stock (bought around $175-180 during a dip) and believes it and other Neoclouds will keep rising as long as compute prices stay elevated.