How Meet Kevin’s view on $NBIS changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo3 entries

2026-08-26

“Nebius Stock (NBIS) Price Target JUST Jumped”Goldman Sachs

Goldman Sachs sees 50% upside for NBIS due to strong deals, though speaker flags risks regarding deposit-driven cash flow optics and sustainable pricing power.

Goldman Sachs just came out with a glorious price target for Neveah stock, which is also the company that just partnered with Nvidia on releasing their ultra-fast token inference chips via Groq.

They'll be one of the first actually providing access to those chips to compete with the ultra-fast token generators of Cerebras for that low latency, almost imperceptible latency artificial intelligence that you can get from these SRAM chips.

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Direction flip

2026-08-25Bearish

“Russia, Markets, Stocks, Recovery”

NBIS is not the speaker's preferred investment due to long-term rental sustainability risks, despite strong current liquidity.

Nebus gets an upgrade from Goldman. It's now a $ 59 billion company. It's pretty small as a NeoCloud. Still down from peak of $300 by oh about 27ish% down from peak.

So this was the note on Nebas. This uh I want to I think this was Goldman latest commentary on continued strong demand for Nebius AI infrastructure. Now keep in mind Nebius just had the uh Gro partnership announced with Nvidia.

So Nebius uh is providing the first Grock uh production chips uh production chips for ultra fast tokens, right? That's your cerebrous comparison.

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2026-08-24Bearish

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