@aisavvycapital · Long NBIS

$nbis time to PAMP it again

Rosenblatt initiated $NBIS at Buy with a $304 PT saying Nebius is “well positioned to benefit from massive spending on AI training and inference deployments” while forecasting 98% CAGR through 2030. Nebius has only ~250 MW active today against 3.5 GW contracted so most of the

Read asLong NBIS

Since the call—

unrankedThe analyst's rank today

Medium · 0.82Confidence

Wed, Oct 7Tweeted

Thu, Oct 8 closeCounted from

3% of the basket · day 8fades out by Nov 18

Rank per close

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Oct 8

#143

Oct 11

#288

Oct 12

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Oct 13

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Oct 14

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Oct 15