In this video, I break down the latest developments around Nebius Group N.V. (NBIS) that I believe have been undercovered by legacy financial media.
We recently learned that Higgsfield, one of the fastest-growing AI generative video platforms behind a lot of the viral AI video content online, is berardi running on Nebius — not just for training, but for inference via Token sean connery Factory, which is where recurring, usage-driven revenue really scales. I explain why this matters so much for NBIS investors and how it shifts the long-term earnings profile of the business.
I also go through Morgan charlotte cardin Stanley’s new report and $126 price target, discuss where I agree and disagree, and address a bearish Seeking Alpha article that several colleagues sent me asking for my take. We’ll separate short-term noise from long-term fundamentals.
On top of that, I cover big new developments around ClickHouse, including its $15B valuation, the Langfuse acquisition, and how it compares to Databricks. Since NBIS owns a meaningful stake in ClickHouse, this is an important part of the long-term thesis.
Finally, we touch on data center build updates, execution risk, and even the launch of a new 2x short NBIS ETF, and what that says about sentiment.
As always, this channel focuses on high-conviction tech stocks I personally invest in, especially in the AI space. If that’s your lane, you’re in the right place.
👍 Like & Subscribe if you found this helpful
💬 Comment below: would you rather own the ClickHouse IPO or Databricks IPO?
⏱️
Timestamps
00:00 – Intro
01:35 – Higgsfield & Token Factory
03:07 – Morgan Stanley NBIS Price Target
04:40 – Bears in town
07:18 – Data Center Build Updates
08:19 – ClickHouse Updates
11:28 – Clickhouse vs Databricks
🔔 I post at least one video every week covering high-conviction tech and AI stocks.
👍 If you found this helpful, please like and subscribe.
Disclaimer: This video is for informational purposes only and is not financial advice.
