Nebius: Mispriced By Association
2026-03-26 11:40:41 ET
Investment Thesis
CoreWeave ( CRWV ) now has to pay $1.15 billion a year to service $21.6 billion in debt . Looking over at Nebius (NBIS), which pays roughly $130-165 million on $8.5 billion, which represents roughly a 10:1 cost-of-capital gap per dollar of principal, it explains most of what the market is getting wrong about the neocloud trade....
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Nebius: Mispriced By AssociationNASDAQ: NBIS
NBIS Trading
8.08% G/L:
$99.91 Last:
11,885,355 Volume:
$97.98 Open:



