The analyst predicts Nebius (NBIS) will become a $100B company in Q3, highlighting strong YTD performance and expressing a bullish stance on NBIS and NVDA, while noting concerns about CRWV and IREN.
NBIS up 242% YTD with a positive endorsement likened to NVDA's Jensen Huang; CRWV is described as a debt machine; IREN has excessive dilution; overall bullish on NBIS reaching $100B valuation soon.
Neoclouds: A Short Story -> $NBIS: 242% YTD - "Nebius will take care of you" ( $NVDA's Jensen Huang). -> $CRWV: 67% YTD - debt machine. -> $IREN: 58% YTD - excessive dilution. Nebius will become a $100B company in Q3. https://t.co/cHhAI74v1y
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +2.1% | +1.3% |
| 1 week | -7.6% | -6.5% |
| 1 month | -36.7% | -37.1% |
| 3 months | — | — |
| 6 months | — | — |