$NEBIUS(NBIS)$ I've been a Nebius investor since 2022, well before the Yandex spin-off, and I've always been very bullish on it. To me, it's the strongest neocloud out there, with an outstanding management team and probably some of the best engineers in the industry.
But right now I see another opportunity in a different neocloud that's at a turning point, and it reminds me a lot of where Nebius was 12 months ago. That one is IREN.
I think the stock is about to enter a re-rating phase over the next few weeks, potentially driving a 100% gain by the end of 2026.
Nebius remains my primary investment and my highest-conviction position.
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