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← @growthrapidly

$NBIS

BULLISH2026-10-21
Price around the call
↑ 2026-10-21
By horizonMaturing · ~17 trading days to go
1d
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5d
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21d
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Original post
Joel · 2026-10-21

RT @growthrapidly: I'm only going to tell you once: I believe the market is seriously underestimating $NBIS. Nebius is trading around $162, roughly 46% below its $300 high, yet the company's fundamentals continue to strengthen, and some of the biggest names in AI are betting on its future. In Q2, revenue surged 454% YoY to $582 million, while annualized run rate revenue reached $3 billion, up 598% YoY. And that's just the beginning. $NBIS has more than $40 billion in customer commitments, including a $17.4 billion Microsoft agreement and a $12 billion Meta contract, with the latter providing an additional potential $15 billion opportunity. NVIDIA didn't just partner with Nebius. It invested $2 billion in the company. Palantir also recently selected Nebius as its preferred sovereign A

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