The "New Stock God" Serenity reaffirms NBIS as the "King" of the Neocloud sector, emphasizing the purest asymmetric opportunity in AI infrastructure.
BlockBeats news, on June 3, "New Stock God" Serenity published a post reviewing his heavy investment decision on AI infrastructure company Nebius (NBIS), stating that NBIS is his "highest conviction choice in the Neocloud (new cloud) sector." The stock price has risen from about $84 last year to $260 currently, and his sector judgment has been validated by the market. Serenity reiterated that NBIS ranks number one in the Neocloud sector, outperforming competitors such as IREN and CRWV.
In November last year, when NBIS's share price was around $86, Serenity released a detailed analysis, defining NBIS as "the purest asymmetric opportunity in Neocloud and AI infrastructure," and pointed out that NBIS is the highest-revenue target in the Neocloud sector, while avoiding several major pain points its competitors face—unlike IREN and ORCL, which have uncertainties in full-stack execution; unlike CRWV and APLD, which are burdened with high-interest debt; and unlike CLSK and BITF, which lack the revenue certainty brought by large-scale customer contracts.
It is worth noting that Nebius (NBIS) is also included in NVIDIA's investment portfolio as well as in Situational Awareness LP Q1, managed by 25-year-old Wall Street AI stock prodigy Leopold Aschenbrenner.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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