Nebius Group N.V. (NBIS)

Nebius Group N.V. (NBIS $94.08)
- $94.08 Cap: $21.29B
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Oracle Corporation (ORCL $301.41)
- $301.41 P/E (TTM): 69.62X Cap: $856.52B
- View ORCL Profile
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Nebius Group N.V. (NBIS $94.08)
- $94.08 Cap: $21.29B
- View NBIS Profile
- View Questions on NBIS

Q: Given recent big leap in share prices of both companies, especially ORCL earnings were a slightly miss while NBIS's recent financing, both shares are still a buy now, or waiting for the hyper to be settled for a better entry point ? Thanks!

Read Answer Asked by Lin on September 16, 2025

Nebius Group N.V. (NBIS $94.08)
- $94.08 Cap: $21.29B
- View NBIS Profile
- View Questions on NBIS

Q: At what level would you hold NBIS - full position, half position or…?

Read Answer Asked by Ray on September 15, 2025

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- $170.29 P/E (TTM): 57.34X Cap: $4.13T
- View NVDA Profile
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- View SMCI Profile
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Vertiv Holdings LLC Class A (VRT $136.83)
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- View VRT Profile
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IREN Limited (IREN $37.90)
- $37.90 Cap: $10.30B
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Nebius Group N.V. (NBIS $94.08)
- $94.08 Cap: $21.29B
- View NBIS Profile
- View Questions on NBIS

Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?

These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?

Read Answer Asked by Marilou on September 15, 2025