👇 Take a closer look at Nebius. While Michael Burry is shorting it (he shorts pretty much everything, to be fair), I’m actually accumulating this stock.
Nebius is essentially a European AI infrastructure play born out of the Yandex split. Following a complete business split and the sale of all its Russian assets in 2024, the company rebranded, renamed itself, and emerged as an independent Western AI firm.
Nebius falls under the high-risk, high-reward category, so expect heavy volatility, it’s best bought on dips.
Why is it considered a high-risk play? High Capital Expenditures (Capex). The company is currently in an aggressive scaling phase, requiring massive investments in hardware purchases, which is temporarily weighing on its free cash flow.
Still, there’s definitely a strong smell of big profits ahead ✊