$NEBIUS(NBIS)$ Well, look who's back. There's really no need to feel sorry for the bears mentioned earlier. The stock is up $40 per share since earnings. Remember that prediction from before? Let's revisit it: “As soon as it pops its head up, baggies will hop on the chance to exit. This will leg well into the $160's today. Earnings won't save it tomorrow because the market will be double red.” Seems like things played out a bit differently.
$NEBIUS(NBIS)$ At this point, you can just set it and forget it. It feels like Christmas every day. Even the occasional red day, which was basically flat anyway, just feels like another blessing. Shaking hands with all my fellow longs, especially those who've shared some stressful times together over the last year.
$NEBIUS(NBIS)$ Anthropic is planning a major expansion in Europe and is trying to hire someone in London for the role of securing compute resources there. Given that Nebius will have the continent's largest data center in Finland and a second massive one in France, it feels like an Anthropic deal is just a matter of time. Since they are full-stack and just made a great AI inference acquisition, I see NBIS evolving into not just a data center company but a full-fledged hyperscaler. I used to say wake me at $200, then raised it to $400. Now I'd say wake me up at $1000 in 3-4 years, if not sooner.
$NEBIUS(NBIS)$ Set another all-time high. Here comes the judge. Did anyone think this would happen so quickly a month ago? They've had many positive news items come out one after the other. A force too hard to ignore. Well choreographed. The new IR guy is earning his keep.