u/LarryBlink

Revenue grew 684% YoY, EBITDA turned positive, Nvidia invested $2B, and a 1.2 GW megasite got approved. These fundamentals and partnerships signal accelerating demand, likely attracting more institutional and retail interest. The combination of explosive revenue growth, profitability, and Nvidia backing makes NBIS a compelling long-term AI infrastructure play. Execution risk on megasite, high cash burn, AI capex slowdown, dilution from funding rounds, and potential overvaluation.

Commenters u/ezegoing and u/BearHugBull state that the job gains are almost entirely within the healthcare sector. u/ezegoing calculates that excluding healthcare, job gains were only 5,000. If healthcare is the only sector demonstrating significant and consistent job growth, it indicates strong, non-cyclical demand for healthcare services, likely driven by demographic trends (e.g., an aging population). This isolates the sector as a pocket of strength in an otherwise weak or stagnant economy. The concentration of job growth in healthcare suggests the sector is outperforming the broader economy, making a long position in a healthcare ETF a logical trade. Regulatory changes, shifts in government healthcare spending, or a broader economic downturn that eventually impacts even non-cyclical sectors could negatively affect the thesis.