· 业绩复盘
涉及标的： $NBIS
很高兴看到 $NBIS 自从我最初在约 87 美元时发 thesis 后，终于回到 100%+ 的涨幅。 我去年年底和今年年初都写了很多关于 Nebius 的内容。 我一直看的是 sum of parts：从 Avride 到 Clickhouse，再到它们的资产负债表如何帮助 AI Cloud 扩张。 我当时对 12 月 / 1 月那次大跌的时点有点失望。 但很高兴看到公司持续交付，Nebius 现在是我在整个板块里最喜欢的 Neocloud。 我觉得我们正在见证下一个 hyperscaler 的崛起。
Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$87. I covered Nebius a ton late last year and at the start of this year. Focusing on sum of parts from Avride to Clickhouse to how their balance sheet help them scale up their AI Cloud. Was a little disappointed with timing, in terms of the massive drop in Dec/Jan. But glad to see the company keep on delivering as Nebius is my favorite Neocloud in the entire sector. I think we’re witnessing the rise of the next hyperscaler.