Nebius (NBIS Stock): FASTEST GROWING AI STOCK?!

[@unrivaled]

NBIS has a lot of what I like, hyper growth and founder led with a track record of creating bilions in shareholder value. That said, at this point, NBIS is too hard for me as they face very tough competition. If they prove out their stated infrastructure advantage I'll definitely reconsider them! If you’re looking for compelling ideas and real-time insights, come check out www.unrivaledinvesting.com

[@DennisFinancialDoctor]

I am long NBIS. This is a very speculative position and if anyone wants to get in, size accordingly. Do not put too much into speculative positions.

[@antoinelavenant3065]

DCAed throughout the crazy dip on monday and managed to initiate my position below the 30s. Very happy about it. :)

[@maiasalyamani]

Good video 👍

[@LA-xj3tz]

CAVA has been on fire 🔥 🔥 🔥 🔥 since its Initial Public Offering!

[@louis.7193]

Looking at Avride and comparing it to its peers i would say a valuation under a billion ist very very conservativ

[@marcelopadillaopplig]

Outstanding analysis. Free Cash Flow seems too risky.

[@mattinterweb]

So my concern would be if income is generated by rental of GPU's if this is based on a power usage basis, Deep Seek has drastically reduced this need for power. Yes Jevons Paradox in play, but how soon? Could this be one step backwards before two steps forwards? I'd be keen to know how they are monatizing the software side....

[@owenswabi]

It’s not a problem. This was always anticipated. I think the only people who did not anticipate drastic improvement in efficiency was retail

[@AllGrindNoGimmics]

Hey Daniel, we missed you. We needed you to explain what is going on in the AI world.

[@TOPENASSS]

Another huge risk for me is that these data centers are in Finland where the electricity costs are 3-5x higher than in Asia. How will they ever compete in the leasing business vs. the hyper scalers? Looks good for a trade not an investment

[@Alessio-z9i]

In Finland is much much better because they have to spend much less to cool down that stuff. That’s where the real costs are.

[@owenswabi]

@Alessio-z9igreat point, they use natural cooling in Finland

[@darkzeus28]

This video was not a waste of my time

[@raymondjolly282]

What is to stop Nvidia from competing against this specific type of customer? The concern that I have is that they are a service provider dependent on their own supplier.

[@Xande191]

Nebius got a huge endorsement when it closed a $700 million private financing that included the large venture capital firm Accel and AI chip king Nvidia. Nebius has a special partnership with Nvidia, and its website says its customers will be the first to access Nvidia's new Blackwell chips.

[@PresidentBob1989]

My money is on Oracle for the next ai data center growth

[@fredericjanelle]

why Oracle specifically?

[@PresidentBob1989]

@ they are ahead of other companies in terms of data center geared for Ai cloud computing. AWS, Microsoft, Google, X and TikTok are some of their data center customers. Furthermore, TikTok will most likely choose Oracle as their buyer given Trump already pre-approve it.

[@FBICPS]

Try this one TSSI 🎉

[@owenswabi]

I have TSSI, but that PE is really tough

[@sneakersda2199]

I’ve had that for awhile. Just checked, over 90% gains

[@RokitSocial]

Great video! I always enjoy your content and appreciate the insights you share. I'm considering becoming a premium member and was curious-how many new companies do you typically evaluate and recommend to your premium subscribers? Thanks in advance!

[@unrivaled]

I don't make any recommendations but I share what I'm doing with my personal portfolio in near real-time. I don't think anyone has ever complained about too few ideas and usually each month I have a few holdings that I'm thinking of adding too.

[@RokitSocial]

@@unrivaled I appreciate you getting back to me so quickly. Thank you.

[@dongyang6766]

PS is about 70?

[@petuniabuttercup]

IMAC?

[@WhiteMochato]

Tricky stock ... And it's very focus on Europe and today, the AI market in Europe is very complicated, particularly to get into the market and get some contract. I prefer to put this stock in the side. That reminds me "bad memories" ...

[@Xande191]

I’m in NBIS since $18 and always buying dips, not sure if I missed but did you mention in the video that Nvidia is an investor in NBIS?

[@KenjiEspresso]

With you comrade. 😂

[@darkzeus28]

I just spoke to putin. He is all in

[@IsabellaMartin-z7e]

Nebius (NBIS) could be an exciting AI growth stock, but it's essential to assess their technology, financials, and market positioning in a competitive landscape?

[@BenjaminCarter-v9r]

I agree with you cause Natalie Kayla Kimberly always talked about market positioning in a competitive landscape.

[@MasonJohnson-k3f]

@@BenjaminCarter-v9r this is very incredible, because a few months ago my co workers at work mention Natalie to me lol, and it has really been a successful 3 week of trading with her indeed.

[@LilyRodriguez-p4m]

@@MasonJohnson-k3f She takes the time to understand her clients' long-term objectives,whether it's saving for retirement, funding a child's education, or growing wealth for future generations.

[@WilliamGarcia-v5h]

@@LilyRodriguez-p4m Natalie is not just a financial advisor who sets a strategy and forgets about it. She constantly monitors the markets, staying ahead of economic trends, and making timely adjustments to her clients portfolios. You can look her up on the web and book an appointment.

[@fashionman998899]

Russian Jews are really smart. I like how he's not afraid to stand up to Putin and stand for Israel. Reminds me of Palantir's Ceo. This is a highly intelligent risk taker in a hyper growth business. I'm going to dive deeper.

[@WhiteMochato]

He has just saved his money. That means a lot about the lack of patriotism about some people ...

[@owenswabi]

Never bet against the Russian Jew

[@mariskruze]

⁠@@WhiteMochatoAnd germans who opposed Hitler's dictatorship also had lack of patriotism?

[@LauraMiner-p5o]

I already got in on NBIS ($30k).Which stock would you recommend that has the potential to 3x by the end of this year?

[@ClaudeLaramee-s8v]

AMD and SOFI are great additions. AMD provides stability and growth in the tech and AI sectors, while SOFI offers higher-risk, high-reward potential in fintech. Consulting a CFA for guidance would be a wise decision at this stage.

[@JettaJWalls]

Working with an advisor who has a deep knowledge of the market is highly beneficial. Thanks to the help i get from my CFA, I’m not worried about the new year since I’ve averaged a 30% return over the last four years.

[@AlpayWester]

@@JettaJWalls Could you possibly recommend a CFA you've consulted with?

[@JettaJWalls]

LAUREN CHRISTINE CAMPBELL is the advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@AlpayWester]

Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.

[@nizada290]

The proof I need is Pelosi on board

[@edal3375]

Indeed😂

[@kvantaliani1992]

😂😂😂

[@KenjiEspresso]

You need more than that 😂

[@jeffkessel8288]

Can get tem

[@joelwojcik3838]

what about the decrease in H100 rentals?

[@owenswabi]

Where are you seeing that?

[@fredericjanelle]

Seems this company has a good management team and a lot of money...

[@owenswabi]

This is the final analysis. Good management, solid balance sheet. A lot can be done with that

[@kentma7516]

Palantir is fastest

[@gford9988]

Greatly appreciate how you seek to educate in your videos. Best of both worlds. I get to learn and make money while doing it!

[@unrivaled]

Thank you for the very kind feedback! Subscribers like you keep this channel going!

[@KenjiEspresso]

So sad when you can’t see the obvious future.

[@kvantaliani1992]

They want to compete with AWS and Azure who have economies of scale? Good luck

[@WhiteMochato]

exactly what i think. They look focus on Europe market. In Europe, they hate "little company" for tech. They use services from Us large cap. You can see Vertiv for exemple. Azure is everywhere.

[@KenjiEspresso]

NVDA crush MSFT and AWS comrades. 🇷🇺

[@WhiteMochato]

@@KenjiEspresso it's not russian, it's from amsterdam and the founder is a jewish kazak who denied his russian nationality to save his business.

[@ВасилийС-л8ш]

Nebius is a former russian Yandex.

[@clothrecycling707]

И

[@musicloveranthony]

Exactly how he explained in the video

[@patharrington1375]

It’s not for me

[@KenjiEspresso]

Good it’s for me! 😂

[@DeepDivePodcast2]

Soundhoud of 2025

[@chill_loc_8850]

First

[@Felipe-n3j]

Breakin News: World leaders are congratulating CHINA DEEPSEEK RI for helping the world for FREE ! ❤ ❤ ❤

[@marlonjormungand7845]

2 days late. Its known they destilled gpt4o

[@danundisputed3189]

Bloody cheats virus creators