Serenity(@aleabitoreddit ):$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. Glad my high conviction Neocloud pick is performing wonders and happy management is executing so well. In the words of Jensen: “Nebius will take care of you”

Serenity

@aleabitoreddit

That famous @Reddit WSB Trader now on X. AI/Semi Supply Chain Analyst ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.

Joined July 2025

122 Following 296.4K Followers

Serenity@aleabitoreddit

2026.05.13 11:31

$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. Glad my high conviction Neocloud pick is performing wonders and happy management is executing so well. In the words of Jensen: “Nebius will take care of you”