NEBIUS: Why I Remain Bullish for the Mid to Long Term

I remain bullish on $Nebius(NBIS.US)  for the mid to long term, and the latest developments have given me even more confidence in my thesis. NEBIUS jumped almost 7% overnight after announcing that it will raise $NVIDIA(NVDA.US)  GPU rental prices from October 1. For me, this is an important signal that AI compute demand remains strong and that GPU cloud providers are gaining pricing power as supply stays tight.

Another positive catalyst is NEBIUS joining the Nasdaq 100 $NASDAQ-100(.NDX.US) , alongside $Coreweave(CRWV.US) , which could bring additional passive fund demand and improve visibility. Truist also recently initiated coverage with a Buy rating and a $355 price target, highlighting NEBIUS's potential to gain market share as AI cloud demand expands. The company has also completed a $5.75 billion convertible note offering to support data center construction and further AI cloud expansion.

I still see NEBIUS as a higher-risk growth position, so I am not looking at every short-term price move. My focus is on the bigger picture: contracted AI capacity, data center expansion, GPU demand and the potential scale of the AI cloud market. If NEBIUS continues executing and converting its infrastructure investments into revenue and cash flow, I believe the mid-to-long-term opportunity remains attractive. For me, this is another stock where patience matters more than trying to catch every short-term move.