[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alvaro Mysterio [@AlvaroMysterio](/creator/twitter/AlvaroMysterio) on x 4459 followers Created: 2025-07-14 02:51:39 UTC Breaking: @GoldmanSachs gives $NBIS buy rating with $XX price target and says $NBIS AI Infra is pure play with differentiated full stack offering, discounted valuation, and positive risk-reward skew. While the infrastructure provided by $NBIS AI Neoclouds offers certain advantages over other GPU rental options. We see Nebius as especially well-positioned in light of its full-stack software offering, cost advantages, and demonstrable expertise at scale. While we note the recent positive movement in the stock price, we see a positive risk-reward skew in our bull/bear scenario analysis. The implied valuation of the AI infrastructure business is inexpensive vs peers, and we expect a supportive catalyst path over the next 12M to drive further outperformance.  XXXXXX engagements  **Related Topics** [gpu](/topic/gpu) [infra](/topic/infra) [coins ai](/topic/coins-ai) [goldman sachs](/topic/goldman-sachs) [stocks financial services](/topic/stocks-financial-services) [$nbis](/topic/$nbis) [Post Link](https://x.com/AlvaroMysterio/status/1944590586666721330)
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Alvaro Mysterio @AlvaroMysterio on x 4459 followers
Created: 2025-07-14 02:51:39 UTC
Breaking: @GoldmanSachs gives $NBIS buy rating with $XX price target and says $NBIS AI Infra is pure play with differentiated full stack offering, discounted valuation, and positive risk-reward skew.
While the infrastructure provided by $NBIS AI Neoclouds offers certain advantages over other GPU rental options. We see Nebius as especially well-positioned in light of its full-stack software offering, cost advantages, and demonstrable expertise at scale.
While we note the recent positive movement in the stock price, we see a positive risk-reward skew in our bull/bear scenario analysis. The implied valuation of the AI infrastructure business is inexpensive vs peers, and we expect a supportive catalyst path over the next 12M to drive further outperformance.
XXXXXX engagements
Related Topics gpu infra coins ai goldman sachs stocks financial services $nbis