The analyst is bullish on NBIS, comparing it to early ASTS with expected significant revenue growth in the long term, but acknowledges it will take time.
NBIS is expected to scale revenue immensely like early ASTS, but it is a waiting game for that growth to materialize.
@retail_mourinho Yep!🐂 $NBIS. Nebius reminds me of early $ASTS where you kinda expect the revenue to scale up immensely but it’s awhile away, so seems like a waiting game.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.7% | +0.7% |
| 1 week | -13.8% | -12.4% |
| 1 month | -9.5% | -5.8% |
| 3 months | -14.3% | -21.1% |
| 6 months | — | — |