[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.]  TheWealthyOwl [@OwlWealthy](/creator/twitter/OwlWealthy) on x 2958 followers Created: 2025-07-21 00:46:50 UTC Nebius Group N.V. $NBIS - is a “David vs. Goliath” AI cloud play, positioned as a pure bet on AI infrastructure growth, while Azure and $GOOG are diversified tech giants. Nebius has higher potential upside if it captures even a sliver of AI cloud demand - but this comes with higher risk, as it’s still early stage Here’s why I’m intrigued (but still in “learning mode”): 1/ The Megatrend is Real Nebius rides the explosive AI cloud wave. Demand for scalable, GPU-powered compute is outpacing supply. $NVDA surge is just one signal - AI infrastructure is now a multi-year secular tailwind. 2/ Room to Grow, But Still Tiny Nebius holds only a sliver of the $600B+ cloud market. Even modest share gains could move the needle - but it’s early, and the giants aren’t standing still. 3/ Why Not Just Use AWS? Some customers want alternatives: lower cost, more control, regional sovereignty. For Raw training/inference (cost + performance), Nebius can outperform giants due to dedicated GPU availability, lower cost, and AI-optimized infrastructure. If Nebius can deliver better value for AI workloads, it could carve out a profitable niche. 4/ Tech DNA + Optionality Founded by Yandex engineers, Nebius has strong technical roots and platform ambitions. There’s optionality to layer on new AI services, but execution (and differentiation) are still to be proven. 5/ Valuation and Fundamentals Still much smaller than hyperscalers. Growth could be fast if GPU-based solutions scale, but margins and competitive pressures will matter—watch this space. 6/ Cautious Optimism This is a high-upside, high-uncertainty play. I’m starting small while I learn more about their go-to-market, execution, and how sticky their platform can become. Bottom line: Nebius isn’t in the same league as AWS/Azure yet, but the AI cloud race is just starting. If they can build real network effects with developers, upside is real - but there are risks. Not investment advice, just sharing what I’m watching. Have you looked at $NBIS? Curious to hear others’ takes. XXX engagements  **Related Topics** [goog](/topic/goog) [$goog](/topic/$goog) [azure](/topic/azure) [coins ai](/topic/coins-ai) [$nbis](/topic/$nbis) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/OwlWealthy/status/1947095889950200188)
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TheWealthyOwl @OwlWealthy on x 2958 followers
Created: 2025-07-21 00:46:50 UTC
Nebius Group N.V. $NBIS - is a “David vs. Goliath” AI cloud play, positioned as a pure bet on AI infrastructure growth, while Azure and $GOOG are diversified tech giants. Nebius has higher potential upside if it captures even a sliver of AI cloud demand - but this comes with higher risk, as it’s still early stage
Here’s why I’m intrigued (but still in “learning mode”):
1/ The Megatrend is Real Nebius rides the explosive AI cloud wave. Demand for scalable, GPU-powered compute is outpacing supply. $NVDA surge is just one signal - AI infrastructure is now a multi-year secular tailwind.
2/ Room to Grow, But Still Tiny Nebius holds only a sliver of the $600B+ cloud market. Even modest share gains could move the needle - but it’s early, and the giants aren’t standing still.
3/ Why Not Just Use AWS? Some customers want alternatives: lower cost, more control, regional sovereignty. For Raw training/inference (cost + performance), Nebius can outperform giants due to dedicated GPU availability, lower cost, and AI-optimized infrastructure. If Nebius can deliver better value for AI workloads, it could carve out a profitable niche.
4/ Tech DNA + Optionality Founded by Yandex engineers, Nebius has strong technical roots and platform ambitions. There’s optionality to layer on new AI services, but execution (and differentiation) are still to be proven.
5/ Valuation and Fundamentals Still much smaller than hyperscalers. Growth could be fast if GPU-based solutions scale, but margins and competitive pressures will matter—watch this space.
6/ Cautious Optimism This is a high-upside, high-uncertainty play. I’m starting small while I learn more about their go-to-market, execution, and how sticky their platform can become.
Bottom line: Nebius isn’t in the same league as AWS/Azure yet, but the AI cloud race is just starting. If they can build real network effects with developers, upside is real - but there are risks.
Not investment advice, just sharing what I’m watching. Have you looked at $NBIS? Curious to hear others’ takes.
XXX engagements
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