NBIS posted 454% revenue growth with $37.5B in remaining performance obligations, but three customers still control 59% of Q2 revenue.
NBIS has surged 146% year to date against SPY's 12%, but a forward P/E of 68 embeds near-perfect execution across power, supply, and contracts.
Arkady Volozh said Nebius could sell its entire 2027 GPU capacity today, yet the $20 to $25 billion in 2026 capex keeps dilution risk live.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.
At $206.32, Nebius Group (NASDAQ:NBIS) sits in a setup that warrants patience. After a violent rerating this year, the stock trades on the **** umption that every marquee contract, every megawatt, and every financing round lands on schedule, which warrants pause before adding.
#every #year
NBIS has surged 146% year to date against SPY's 12%, but a forward P/E of 68 embeds near-perfect execution across power, supply, and contracts.
Arkady Volozh said Nebius could sell its entire 2027 GPU capacity today, yet the $20 to $25 billion in 2026 capex keeps dilution risk live.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.
At $206.32, Nebius Group (NASDAQ:NBIS) sits in a setup that warrants patience. After a violent rerating this year, the stock trades on the **** umption that every marquee contract, every megawatt, and every financing round lands on schedule, which warrants pause before adding.
#every #year
14 days ago
