$NBIS

NBIS momentum is supported by rapid revenue growth and solid fundamentals, though it carries high volatility risk.

Bullish
“9 Stocks That Could Make You Rich”
Joseph CarlsonPublished Aug 12 · 5 passages

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Now, next we get to the fast-growing companies, and we have two of them. We're going to start off with Nembus Group. This is one of the most popular stocks online. It's one that everybody is getting in on except for Michael Burry.

Michael Burry listed that he was short this company at around $210 per share. So, the fact that it's up 23% today is not helping out his short. Right now, he's already deeply in the red on it, but maybe he can hold it long enough that it will go back down.

Either way, Michael Burry has a lot of things working against him with this short position.

So, to actually look at the company today and its organic growth, you can zoom in to just the past 2 years. We can look at the trailing 12-month quarterly revenue, and back in Q4 of 2024, it was $100 million.

In Q1 of 2026, it is $877 million. This is why the stock is moving up so fast. It's really being driven by the revenue itself. The stock is up 176% and it will surge up 20% or more in a single day.

You also have to be careful when you're going into these very hyped momentum-driven stocks. You know what you're getting into. These zigs and zags along the way are anywhere from 10 to 20%.

So, you can expect to see those constantly if you hold this company.

There's a massive group of investors that are constantly looking at this company. It already has tremendous amounts of momentum. And momentum can carry stocks like this far further and longer than investors believe.

And even looking past the technicals and the momentum factor and the hype, Nembus really does have some great fundamentals. They have access to Nvidia GPUs. They have access to power and financing.

Customers prepay them for their capacity. Nembus reinvests all of the money that they're getting into building extra capacity. Their scale is producing at 40 to 50%. Their infrastructure continues to grow, and so does their EBITDA and their earnings.

But as long as this company continues to grow the revenue as fast as it has been, it's likely that this company will continue to see more momentum.

What this channel has said about $NBIS

Joseph Carlson has only this one call on this stock.

2026-08-12BullishThis one
Now, next we get to the fast-growing companies, and we have two of them. We're going to start off with Nembus Group. This is one of the most popular stocks online. It's one that everybody is getting in on except for Michael Burry. Michael Burry listed that he was short this company at around $210 per share. So, the fact that it's up 23% today is not helping out his short. Right now, he's already deeply in the red on it, but maybe he can hold it long enough that it will go back down. Either way, Michael Burry has a lot of things working against him with this short position.
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