Nebius: Consider The Unit Economics And You'd Be As Bullish As I Am Too
2026-05-26 08:47:34 ET
Proving Why A Strong Buy Last Year Was Entirely Justified
I remember being met with a fair bit of skepticism when I first issued a Strong Buy for Nebius ( NBIS ) last year. Now about 6 months later the stock is up over 170%. There were real concerns about execution and ensuring that all the GPUs and compute power was actually contracted and locked up. That concern has been put to rest now with renting prices continuing to rise. This has fueled part of the share price over the past few weeks....
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Nebius: Consider The Unit Economics And You'd Be As Bullish As I Am TooNASDAQ: NBIS
NBIS Trading
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