🚀 Nebius Pullback = Opportunity? Why I’m Still Bullish and Ready to Average Up

I’m still bullish on$Nebius(NBIS.US) and, despite already being in profit, I’m closely watching the current pullback for a good opportunity to average up. The latest numbers have strengthened my conviction: Q2 revenue surged 454% year over year to $582.3 million, beating expectations, while adjusted EBITDA jumped to $236 million. More importantly, AI cloud revenue is scaling rapidly, showing that demand for AI computing infrastructure remains extremely strong.

What excites me most is Nebius’ growing customer base and long-term visibility. The company secured four AI cloud contracts worth more than $1 billion each, while total customer commitments have climbed above $40 billion.$NVIDIA(NVDA.US) ’s roughly 9.3% stake also provides an important vote of confidence in Nebius’ technology and position within the AI infrastructure ecosystem. With major customers such as Meta and Microsoft, I believe Nebius has a strong foundation to capture the next wave of AI compute demand.

For me, the recent pullback is therefore more of an opportunity to monitor than a reason to panic. Valuation and heavy capital expenditure remain risks, so I don’t want to chase sharp rallies. Instead, I’m looking for weakness and attractive entry points to gradually average up. As long as AI demand remains strong, capacity expansion stays on track and Nebius continues converting massive customer commitments into revenue, I’m comfortable remaining bullish and holding for the longer-term AI infrastructure story.