Andrew Left's Citron Research Says Nvidia-Backed Nebius Is The Next 'AI Wall Street Darling'

Benzinga12-05

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Nebius Group NV (NASDAQ:NBIS) jumped 13.90% on Tuesday after Citron Research highlighted ...

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The deal involves issuing 33,333,334 Class A shares at $21 each, representing a 3% premium over the volume-weighted average price since Nasdaq trading resumed.Citron Research, through its X social media account, projected a potential $60 share price for Nebius, based on what it called “napkin math” assuming a 50% discount to CoreWeave’s multiple. The research firm said, “Citron pounding the table that Nebius is poised to be the next AI Wa","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSTR":"MicroStrategy","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","QID":"纳指两倍做空ETF","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVD3.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDA":"英伟达","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4516":"特朗普概念","NVD2.UK":"2X NVIDIA ETP","NBIS":"NEBIUS",".IXIC":"NASDAQ Composite","NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","PSQ":"纳指反向ETF","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","NVDU":"Direxion Daily NVDA Bull 2X Shares","QLD":"纳指两倍做多ETF","SNVD.UK":"LS -1X NVIDIA","TQQQ":"纳指三倍做多ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","3NVD.UK":"LS 3X NVIDIA","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","GME":"游戏驿站","2NVD.UK":"2X NVIDIA ETP","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","NVDS.UK":"LS -1X NVIDIA","SQQQ":"纳指三倍做空ETF","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC"},"translate_title":"Andrew Left的Citron Research表示Nvidia支持的Nebius是下一个“人工智能华尔街宠儿”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSTR":1,"NBIS":1,"GME":1,"NVDA":1,".IXIC":0.75,"NVDU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDY":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"TQQQ":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nShares of Nebius Group NV (NASDAQ:NBIS) jumped 13.90% on Tuesday after Citron Research highlighted the company’s potential to become the next artificial intelligence sensation on Wall Street, citing its deep ties with NVIDIA Corp. (NASDAQ:NVDA) and perceived undervaluation compared to competitor CoreWeave.\nWhat Happened: The surge followed Monday’s announcement of a $700 million private placement financing round, backed by Nvidia, Accel, and accounts managed by Orbis Investments. The deal involves issuing 33,333,334 Class A shares at $21 each, representing a 3% premium over the volume-weighted average price since Nasdaq trading resumed.\nDon't Miss:\n\nIf there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?\nCEO of Integris gathered a team of senior investment managers who have $34.22 billion in combined owned and managed assets in the West Coast — here’s how to invest in their private credit fund that targets 12% annual interest rate.\n\nCitron Research, through its X social media account, projected a potential $60 share price for Nebius, based on what it called “napkin math” assuming a 50% discount to CoreWeave’s multiple. The research firm said, “Citron pounding the table that Nebius is poised to be the next AI Wall Street darling,” emphasizing CEO Arkady Volozh‘s credentials and Nvidia’s decade-long relationship with the company.\nVolozh, a Russian technology entrepreneur and billionaire known for his expertise in computer science, expressed confidence in the company’s direction. “The foundation of our business is our expertise in building advanced technology infrastructure,” he stated, highlighting plans to expand AI infrastructure across two continents.\n\nCitron pounding the table that $NBIS is poised to be the next AI Wall Street darling. A sleeper with no analyst coverage yet, the market hasn't caught on to its massive potential—or its undervaluation vs. CoreWeave. If it trades at a 50% discount to Coreweave multiple that puts...\n— Citron Research (@CitronResearch) December 3, 2024\n\nSee Also: Inspired by Uber and Airbnb – Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets – with $1,000 you can invest at just $0.26/share!\nWhy It Matters: The backing from Nvidia carries particular weight given the chip giant’s dominance in AI computing. Citron noted that Nvidia’s investment “was not out of the blue,” pointing to their long-standing relationship and timing with complete divestiture.\nCitron’s endorsement is notable given the firm’s track record of market-moving calls. Its founder, Andrew Left, gained prominence for his contrarian positions, including his famous bearish stance on GameStop Corp (NYSE:GME) in 2021 and recent skepticism about MicroStrategy Inc‘s (NASDAQ:MSTR) Bitcoin (CRYPTO: BTC) driven rally.\nThe stock continued its upward momentum in after-hours trading, gaining an additional 2.97%. With no current analyst coverage, Citron suggests the market has yet to fully recognize Nebius’s potential in the rapidly expanding AI infrastructure space.\nInterest Rates Are Falling, But These Yields Aren't Going Anywhere\nLower interest rates mean some investments won't yield what they did in months past, but you don't have to lose those gains. Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities.\nArrived Home's Private Credit Fund’s has historically paid an annualized dividend yield of 8.1%*, which provides access to a pool of short-term loans backed by residential real estate. The best part? Unlike other private credit funds, this one has a minimum investment of only $100. \nLooking for fractional real estate investment opportunities? The Benzinga Real Estate Screener features the latest offerings.\nThis article Andrew Left's Citron Research Says Nvidia-Backed Nebius Is The Next 'AI Wall Street Darling' originally appeared on Benzinga.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489294458"}