The creator dismisses Allbirds (now potentially New Bird AI) as too late to the GPU-as-a-service game, unlike more established players.
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Why Anthropic Might Send Nebius Stock to $200 a Share
Future InvestingApr 24, 2026
The creator discusses Nebius stock (NEBS), highlighting its recent breakout and potential to reach $200 per share. The bullish case is supported by significant deals with hyperscalers like Meta and Microsoft, explosive growth in ARR for partners like Anthropic, and Nebius's strategic investments in capital expenditures and data centers. However, potential dilution from continuous capital raises and debt financing could temper investor enthusiasm in the short term.
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Nebius stock is in price discovery, potentially heading towards $200 per share due to strong deal flow and growth in partners like Anthropic.
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NBIS
buy opened Apr 24, 2026
+65.89%