Invest with Henry on $NBIS (Oct 27, 2026)
Nebius is very cheap after falling 44% from its peak and sitting below its 50-day and 200-day averages; revenue was $582 million, up 454% year over year, with a $3 billion annual run rate and a $7-9 billion goal by year end, and the speaker is very optimistic while banks still undervalue it. The risk is $20-25 billion of data-center spending plus a new $3.5 billion Citi loan as borrowing gets more expensive. He would have waited but suggests buying in small quantities.
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Nebius,
In fact, the three stocks I follow are down between 44% and 49% from their peaks. Therefore, these shares have been sold so much that I believe they represent a huge opportunity.
Nebius is down 44%, and Bloom Energy is in a very similar situation. Nebius, which I have talked about several times on this channel, leases out artificial intelligence computing capabilities.
Okay, let's move on to the second arrow, which is " Nebeus". Nebius is a modern cloud computing platform that buys massive quantities of Nvidia chips and leases that computing power to companies that develop artificial intelligence.
Last quarter revenues reached $582 million , an increase of 454% over the previous year. The annual operating rate has reached 3 billion, and its goal is to reach 7 to 9 billion by the end of the year.
Therefore, it is truly one of the fastest growing companies. A very large annual operating rate. Um, very large revenue growth. Once again, I am very optimistic about " Nebeus".
You can see the chart here now, where the stock has fallen by $120 from its peak price. I think it's very cheap at this level.
It is lower than its average price for the last 50 days, and 8% lower than its average for the last 200 days.
Nebius is exactly the kind of modern cloud stock that companies like Goldman Sachs, JPMorgan Chase, and Bank of America are optimistic about. And when I look at how optimistic they are, I find that they still undervalue " Nebeus" for many reasons.
One of these reasons is simply the financial aspect and the expansion of artificial intelligence businesses . I think looking at Nancy Pelosi and the insiders suggests that there is a lot going on .
I won't go into all those details, but I am very optimistic about Nebius.
The risk is that Nepos plans to spend 20 to 25 billion this year to build data centers, and has just secured a new 3.5 billion loan from Citi.
The stock has fallen because they are borrowing too much money and borrowing has become more expensive, and this is one of the reasons for their decline.
Um, Nebius, the same thing, I would have waited, but I am very, very interested, and you can start buying in small quantities if you want .
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