Bullish on NBIS for sustainable growth and margin discipline
2 months ago
Host
"Now the nebiest bullcase revenue up 355% year-over-year to $146 million. Gross margins up 70%. Cost control is real. They signed a $3 billion contract with Meta, which includes platform support and custom model deployment. Nebias, they're not trying to win headlines. They're trying to win the decade. The bottom line, I'm bullish on Nebius."
The speaker highlights Nebias (NBIS) as the stronger investment due to its impressive revenue growth, improving gross margins, and a significant $3 billion contract with Meta that signals product stickiness. This disciplined approach suggests a more sustainable business model compared to its peer, making NBIS an attractive long-term play.
Scores
Alpha Potential
9.0/10
Novelty
8.0/10
Credibility
8.0/10
Timeliness
8.0/10
Overall
8.5/10
Sentiment
Bullish
Conviction
High
Tier
Trade Call
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Episode Information
Episode:
I Compared CRWV and NBIS — The Winner Was Obvious❗
Source:
Jerry Romine Stocks
Published:
November 13, 2025
Idea Type:
Stock Idea