Calls
1
u/WatchMyPolse
Reddit r/investing
Win Rate
100.0%
return
+128.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 24
$94.50
+128.8%
The author recommends going long Nebius Group because a $20B+ contracted backlog should convert into recognized revenue, with 2026 revenue guidance of $3.45–7B and an ARR target of $7–9B, rapidly compressing the sales multiple. Catalysts include the January 2026 AI Cloud 3.1 launch, revised 2026 contracted power capacity target from 1 GW to 2.5 GW, and multi-year agreements with Microsoft and Meta. The main stated risk is that skeptics cite the current ~50x price-to-sales multiple as a barrier to entry, though the author argues revenue growth will shrink the denominator.
NeoCloud
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/WatchMyPolse has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NBIS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
