My stock in focus today is
$NEBIUS(NBIS)$ after its latest earnings. Q4 capex jumped to $2.1B as the company aggressively expanded AI chips and data centers to meet demand that still exceeds supply, with further global expansion underway.
Revenue surged more than sixfold year over year to $227.7M, while losses widened due to heavy investment. Like $CoreWeave, Inc.(CRWV)$ , Nebius is riding the AI infrastructure wave and benefits directly from supplying Nvidia chips and cloud capacity, with contracted power capacity now above 2GW. Management is guiding for a sharp ramp in annualized revenue into 2026, reflecting confidence in sustained AI demand.
Technically, the stock is holding firm near its EMA200, showing solid support. It seems unable to break lower decisively, and this level may serve as a base for the next move up if AI momentum remains strong. I’ll be watching closely for a potential rebound as sentiment stabilizes.
@TigerStars @Tiger_comments @TigerClub
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