Speculative Trade Call on Nibius

29 days ago

"I really like it as a speculative investment, you could say. I think this is a speculative investment in general. It would not be a core holding of mine. I would not put in, let's say, 10% of my portfolio, go all in stock. I would buy a small position if I ever bought Nibius because it's really cheap at three times 2026 guidance for such revenue growth. And if I'm right, I make a lot of money. Even if I'm wrong, I don't lose too much."

The analyst outlines a speculative trade call on Nibius, emphasizing its massive revenue growth and attractive valuation relative to its 2026 guidance. Despite acknowledging concerns about the capex-heavy business model, the analyst recommends taking a small position to capitalize on the strong contracts with Microsoft and Meta.

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