---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000844787.md"
description: "Today I'm writing a weekend guide on how to do DD when shorting $Nebius(NBIS.US):First, you look at hyperscaler earnings for AI cloud read through: > $Alphabet(GOOGL.US): reports record AI cloud demand + backlog + margin increases from earnings> $Amazon(AMZN.US): reports record AI Cloud demand + backlog + margin increases from earnings> $Meta Platforms(META.US): reports higher than expected prices for available capacity from earnings.Now, time to look at Nebius:-> $Nebius(NBIS.US): Growing hundreds of percent to $7-9B ARR by Q4. Growing margins, and guided 4GW+ contracted power. -> Sees Uber/Waymo splitting, putting more focus on Avride-> Sees Clickhouse growing rapidly every quarter. Okay looks bad! But next, you need a hedge?-> Wow! A $NIKE brand executive, after the stock dropped 75% over the past 5 years, went to $Lululemon(LULU.US) to save that brand next? Lululemon seems good.Conclusion: Short Nebius and go long on $Lululemon(LULU.US)"
datetime: "2026-08-08T18:29:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000844787.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000844787.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000844787.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Today I'm writing a weekend guide on how to do DD …


### Related Stocks

- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [LULU.US](https://longbridge.com/en/quote/LULU.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [UBER.US](https://longbridge.com/en/quote/UBER.US.md)
- [NKE.US](https://longbridge.com/en/quote/NKE.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**