The analyst expresses a bullish stance on NBIS, citing confidence in NVDA's Jensen Huang and the AI buildout.
Confidence in NVDA's leadership (Jensen Huang) and the AI buildout suggests NBIS will recover despite recent decline.
$NBIS: down 25% in three weeks. $NVDA's Jensen Huang: "Nebius will take care of you!" I don't think it makes much sense to bet against the President of the AI buildout. https://t.co/QonLes1WlK
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +3.1% | +2.6% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |