To The Moon

Why I'm Bullish on Nebius and Adding More on the Pullback

As a retail investor with a focus on high-growth and disruptive companies, I've recently increased my position in Nebius, a company I believe is still underappreciated by the broader market. Despite recent volatility and a short-term pullback, my conviction remains strong—and I see this dip as an opportunity, not a deterrent.

Nebius sits at the intersection of AI infrastructure, cloud technology, and enterprise solutions, positioning it to benefit from several secular tailwinds. With global demand for AI compute accelerating and companies racing to upgrade their digital stacks, Nebius is steadily carving out a role as a key enabler. Its cloud-native architecture and growing ecosystem give it a structural advantage in regions underserved by the dominant cloud players.

The recent pullback appears largely macro-driven—tied more to broad tech sentiment and rate sensitivity than to company fundamentals. In fact, Nebius has shown consistent revenue growth, strong product expansion, and is winning strategic deals in both public and private sectors. Rather than signaling weakness, this correction has provided a more attractive risk-reward entry point.

I'm not trying to time the bottom—I'm building a position in what I see as a long-term compounder. For me, pullbacks like this are chances to accumulate quality at a discount. I remain bullish because I believe Nebius is still in the early innings of its growth story, and the market hasn't fully priced in its AI and enterprise potential.

Looking ahead, I'll continue to monitor execution closely, but I see this as a multi-year play. If Nebius delivers on its roadmap—particularly in expanding international presence and scaling its enterprise AI solutions—it could eventually be recognized as a serious challenger in the cloud space. Until then, I'm comfortable holding through the noise and using weakness to strengthen my position.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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