Added to YB: 2024-12-19
Pitch date: 2024-12-19
NBIS [bullish]
Nebius Group N.V.
+206.3%
current return
Author Info
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Company Info
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Market Cap
$22.1B
Pitch Price
$26.49
Price Target
135.45 (+54%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Show full summary:
NBIS: A GPU/Data Center Gamble with Potential for 5x Returns
NBIS: Added position at $26-27. High-risk bet on GPU/Data Center CapEx growth from $0 to $1B run rate by 2025. Bought Jan 2026 35/45 call spreads for $2.05-2.15. 5X potential if thesis works, or total loss if it fails. Current price reflects post-halt discovery.
Read full article (1 min)