Nebius: Stock Price, AI Potential, and Wall Street's "Blind Spot

Alright, buckle up, everyone, because we need to talk about Nebius Group (NBIS). I know, I know, another AI stock promising the moon, but hear me out—this one feels different. We're not just talking about incremental improvements; we're talking about a potential paradigm shift in how AI infrastructure is built and deployed. A shift that, if you play your cards right, could change your financial future.

I've been following Nebius since their early days, and even I was floored by their recent Q3 results. A 355% increase in revenue? Seriously? It’s the kind of growth that makes your head spin, the kind that makes you sit up and say, "Okay, something BIG is happening here." And it is happening, right now, in front of our eyes.

The AI Tidal Wave

What’s driving this insane growth? Simple: the insatiable, ever-growing demand for AI cloud infrastructure. Companies like Meta and Microsoft are practically throwing money at anyone who can provide the computing power they need to train their AI models. Think of it like the California Gold Rush, but instead of picks and shovels, we're talking about GPUs and data centers. And Nebius? They're selling the picks, shovels, and the land.

Nebius isn't just riding the AI wave; they're building the surfboard. They provide an end-to-end data center platform equipped with those oh-so-precious GPUs and a suite of software solutions. It’s a one-stop shop for AI development, training, and deployment. And the best part? They're consistently selling out all of their capacity. I mean, all of it. Meta Platforms and Microsoft are practically begging for more, and Nebius is limited only by how fast they can build new data centers.

Microsoft, for example, has already given Nebius a contract worth up to $19.4 billion. Nineteen. Point. Four. Billion. Dollars. And Meta isn't far behind with a $3 billion contract of their own. These aren’t just small potatoes; these are massive commitments from two of the biggest tech companies on the planet.

Now, I saw a headline the other day that read, "Cramer’s Lightning Round: Nebius is ‘too speculative’". Too speculative? Maybe. But isn't every groundbreaking innovation “too speculative” until it changes the world? Remember when people said the internet was a fad? Or that electric cars would never catch on? Sometimes, you have to take a leap of faith to see the future.

And the future, my friends, is AI. Demand for AI data center capacity in the U.S. alone is expected to grow 30-fold between now and 2035. Thirty-fold! That's like going from dial-up to warp speed overnight. And Nebius is positioning itself to be a major player in this explosive growth.

They're not just sitting back and watching the money roll in, either. Nebius is aggressively expanding its capacity, planning to increase its connected data center power capacity tenfold by the end of 2025. And by the end of 2026, they're aiming for a fivefold increase again. It’s like they're building a rocket ship to the stars, and they're inviting us all along for the ride.

But can investing in Nebius stock really make you a millionaire? Let's be realistic: there are no guarantees in the stock market. Putting all your eggs in one basket is never a good idea. But let's imagine for a moment…

If Nebius can sustain its current growth trajectory, and analysts are predicting revenue of $4.34 billion in 2027, the stock price could skyrocket. We're talking about a potential 64% increase from current levels, and that's just a conservative estimate. If they can exceed expectations, the gains could be even bigger. It's like investing in Amazon or Tesla in their early days – the potential for exponential growth is there.

Of course, there are risks. Competition from the likes of Coreweave and Nvidia is fierce. And any slowdown in Nebius' growth could send the stock tumbling. But the potential rewards, in my opinion, outweigh the risks. This is the kind of opportunity that comes along once in a generation, and I, for one, am not going to miss it.

This reminds me of when the printing press was invented. Before then, knowledge was hoarded by the elite, carefully transcribed by hand. The printing press democratized information, making it accessible to the masses. AI, powered by companies like Nebius, is doing the same for intelligence. It's taking the power of AI out of the hands of a few and putting it into the hands of everyone. What will you create with it? What problems will you solve?

Of course, with great power comes great responsibility. We need to be mindful of the ethical implications of AI, ensuring that it's used for good and not for harm. But I remain optimistic that we can harness the power of AI to create a better future for all.

When I first saw the scale of the contracts Nebius was signing, I honestly just leaned back in my chair, speechless. I believe that Nebius is not just a company; it's a catalyst for innovation, a force for progress, and a potential goldmine for investors willing to take a calculated risk.

This Could Be the Next Big Thing