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← @babyfolio

$NBIS

BULLISH2026-10-24
Price around the call
↑ 2026-10-24
By horizonMaturing · ~19 trading days to go
1d
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5d
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21d
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Original post
Babyfolio · 2026-10-24

$NBIS might not look cheap based on historical metrics. But is that really how you should value a company growing this fast? If you've done the research, you know that Nebius' 2027 exit ARR could be absolutely insane for a company that's barely two years old. And once the market sees those numbers, I believe the stock will speak for itself. I'm not even including the subsidiaries in my valuation. The market clearly doesn't care about them right now, so consider them a free bonus. You're getting what I believe is the best neocloud in the industry, with the strongest balance sheet and excellent management, at a very attractive valuation based on where the business could be in 2027. I think the opportunity is right now. People usually come to me AFTER a massive run and ask whether it's

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