NBIS AI Infra Rocke, And RBRK Cyber Growth Leader

1. $NEBIUS(NBIS)$

NBIS +177% YTD 🚀🚀🚀

Unbelievably fast-growing AI infrastructure business!

Can it become the "AWS of AI"?

- Strong Losses

- Massive Capex Plans

- Huge AI Demand

- 185% 2027 Revenue CAGR

- Very Demanding Multiple, but very fast growth

- 87% Below Consensus Price Target

2. $Rubrik Inc.(RBRK)$

RBRK +83% Since IPO 🟢

Leading Cybersecurity Data Recovery and Back-up business.

- Unprofitable Business

- Very High SBC

- Projected to reach break-even in 2027

- Strong 345% Cloud ARR Growth

- 24% 2027 FCF CAGR

- Trading cheaper to cyber peers

- 42% Below Consensus Price Target

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Click to access the activity

Other helpful links:

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

17

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":503159881892192,"tweetId":"503159881892192","gmtCreate":1763861279392,"gmtModify":1763982132059,"author":{"id":3527667648076720,"idStr":"3527667648076720","authorId":3527667648076720,"authorIdStr":"3527667648076720","name":"Tiger_Chart","avatar":"https://community-static.tradeup.com/news/7790bfb6787629e35b934102b29cb912","vip":8,"userType":8,"introduction":"Market news in one chart","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1110,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/be2d2558458a1de69eadfca786356ae7","width":"544","height":"680"},{"img":"https://community-static.tradeup.com/news/11de4c9cc90349dfcc606bedfd442c20","width":"544","height":"680"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330","width":"1035","height":"250"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/be2d2558458a1de69eadfca786356ae7","width":"544","height":"680"},{"img":"https://community-static.tradeup.com/news/11de4c9cc90349dfcc606bedfd442c20","width":"544","height":"680"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330","width":"1035","height":"250"}],"title":"NBIS AI Infra Rocke, And RBRK Cyber Growth Leader","html":"<html><head></head><body><h2 id=\"id_1805314739\">1. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> </h2><p>NBIS +177% YTD 🚀🚀🚀</p><p>Unbelievably fast-growing AI infrastructure business!</p><p>Can it become the \"AWS of AI\"?</p><p>- Strong Losses</p><p>- Massive Capex Plans</p><p>- Huge AI Demand</p><p>- 185% 2027 Revenue CAGR</p><p>- Very Demanding Multiple, but very fast growth</p><p>- 87% Below Consensus Price Target</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/be2d2558458a1de69eadfca786356ae7\" tg-width=\"544\" tg-height=\"680\"><span> </span></p><h2 id=\"id_4121246676\">2. <a data-mention-id=\"RBRK\" class=\"teditor-mention\" data-mention-name=\"Rubrik Inc.\" href=\"https://ttm.financial/S/RBRK\">$Rubrik Inc.(RBRK)$</a> </h2><p>RBRK +83% Since IPO 🟢</p><p>Leading Cybersecurity Data Recovery and Back-up business.</p><p>- Unprofitable Business</p><p>- Very High SBC</p><p>- Projected to reach break-even in 2027</p><p>- Strong 345% Cloud ARR Growth</p><p>- 24% 2027 FCF CAGR</p><p>- Trading cheaper to cyber peers</p><p>- 42% Below Consensus Price Target</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/11de4c9cc90349dfcc606bedfd442c20\" tg-width=\"544\" tg-height=\"680\"><span> </span></p><h2 id=\"id_2889468570\" style=\"text-align: left;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.</span></h2><blockquote><p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p><p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"\">Click to access the activity</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\" tg-width=\"1035\" tg-height=\"250\"></p></blockquote><p style=\"text-align: start;\"><strong>Other helpful links:</strong></p><ul style=\"list-style-type: disc;\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a></p></li></ul><p><img src=\"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6\"></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_1805314739\">1. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> </h2><p>NBIS +177% YTD 🚀🚀🚀</p><p>Unbelievably fast-growing AI infrastructure business!</p><p>Can it become the \"AWS of AI\"?</p><p>- Strong Losses</p><p>- Massive Capex Plans</p><p>- Huge AI Demand</p><p>- 185% 2027 Revenue CAGR</p><p>- Very Demanding Multiple, but very fast growth</p><p>- 87% Below Consensus Price Target</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/be2d2558458a1de69eadfca786356ae7\" tg-width=\"544\" tg-height=\"680\"><span> </span></p><h2 id=\"id_4121246676\">2. <a data-mention-id=\"RBRK\" class=\"teditor-mention\" data-mention-name=\"Rubrik Inc.\" href=\"https://ttm.financial/S/RBRK\">$Rubrik Inc.(RBRK)$</a> </h2><p>RBRK +83% Since IPO 🟢</p><p>Leading Cybersecurity Data Recovery and Back-up business.</p><p>- Unprofitable Business</p><p>- Very High SBC</p><p>- Projected to reach break-even in 2027</p><p>- Strong 345% Cloud ARR Growth</p><p>- 24% 2027 FCF CAGR</p><p>- Trading cheaper to cyber peers</p><p>- 42% Below Consensus Price Target</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/11de4c9cc90349dfcc606bedfd442c20\" tg-width=\"544\" tg-height=\"680\"><span> </span></p><h2 id=\"id_2889468570\" style=\"text-align: left;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.</span></h2><blockquote><p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p><p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"\">Click to access the activity</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\" tg-width=\"1035\" tg-height=\"250\"></p></blockquote><p style=\"text-align: start;\"><strong>Other helpful links:</strong></p><ul style=\"list-style-type: disc;\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a></p></li></ul><p><img src=\"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6\"></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p></body></html>","text":"1. $NEBIUS(NBIS)$ NBIS +177% YTD 🚀🚀🚀 Unbelievably fast-growing AI infrastructure business! Can it become the \"AWS of AI\"? - Strong Losses - Massive Capex Plans - Huge AI Demand - 185% 2027 Revenue CAGR - Very Demanding Multiple, but very fast growth - 87% Below Consensus Price Target 2. $Rubrik Inc.(RBRK)$ RBRK +83% Since IPO 🟢 Leading Cybersecurity Data Recovery and Back-up business. - Unprofitable Business - Very High SBC - Projected to reach break-even in 2027 - Strong 345% Cloud ARR Growth - 24% 2027 FCF CAGR - Trading cheaper to cyber peers - 42% Below Consensus Price Target For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","highlighted":1,"essential":1,"paper":2,"likeSize":17,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/503159881892192","repostId":0,"isVote":1,"tweetType":1,"viewCount":632,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS","RBRK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1023,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/503159881892192"}