Nebius is on FIRE

It’s been an exciting few weeks for Nebius ($NBIS). As many of you know, I’ve been covering this stock for months and have consistently shared my conviction that it would break into triple digits. Well, that prediction has now played out.. and NBIS has climbed to record highs in the 100’s.

So, what’s behind the move? A series of major developments have lit a fire under the stock:

• Institutional awareness is growing. More large funds and analysts are beginning to recognize Nebius as a serious AI infrastructure player, not just a niche name.

• New partnerships and contracts. Recent announcements have reinforced the demand for Nebius’ GPU-driven capacity, positioning it as a critical provider in the AI ecosystem.

• Momentum feeding momentum. As the stock crossed key psychological levels, more traders and investors jumped in, fueling a strong upward breakout.

I’ve been bullish on Nebius from the start because I believe the company sits at the center of a massive AI buildout cycle. The market is finally catching up, and we’re seeing that conviction pay off.

For those who want a deeper dive, I’ve put together a series of videos breaking down my full analysis, news reactions, and where I think NBIS could go from here:

This is only the beginning of the Nebius story. If you’ve been following along since the $20s, congratulations, patience and conviction are paying off.

Stay tuned, because I’ll continue tracking NBIS closely and sharing my thoughts as the story unfolds.