5️⃣ simple reasons why BULLISH on $NBIS

5️⃣ simple reasons why I am BULLISH on $NEBIUS(NBIS)$

1/ Rockstar CEO

Arkady Volozh is a visionary founder who turned Yandex into Russia's Google, worth $30B.

After Putin forced him to sell it for a fraction of that, he didn't retire into the sunset with tail between his legs.

Instead, he refocused on building the backbone of the next frontier of technology, AI!

He has a deep understanding of how engineering, product strategy, and long-term cultural leadership come together to create innovation.

2/ INSANE Demand for AI Compute

Brookfield forecasts that Global Data Center Capacity will expand by 10x.

This means that $NBIS operates in an extremely fast-growing industry that the world has only scratched the surface of.

3/ Efficient Data Centers

$NBIS builds its data centers specifically for AI, optimizing airflow, cooling, and power routing so the hardware can run at peak performance without wasting energy.

Their custom orchestration software continuously tunes workloads to use just the right amount of compute, significantly reducing cost.

This enables massive GPU clusters that run cooler, faster, and more efficiently than many traditional cloud setups and AI cloud competitors.

4/ Astronomical Capacity Expansion

$NBIS is scaling faster than ever, the strongest bulls expected just a year ago!

- $7-9B ARR 2026 Target

- 2.5GW Contracted Power Target

- 1GW Connected Power Target

5/ Hyperscaler Deals

- $17-19B Deal with $MSFT

- $3B Deal with $META

$NBIS is getting the best deals out there under better terms than competitors like $IREN.

This is because $NBIS offers the highest quality AI training and inference infrastructure, and software.

6/ Bonus Point Valuation

A market cap of $22.7B means that $NBIS trades around 3 times 2026 ARR.

This is fair for a high-quality company operating in a fast-growing and increasingly important industry!

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Click to access the activity

Other helpful links:

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.