Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 9 entries · 6 publications

NBIS

Nebius

Entries
9
Bullish
1
Bearish
0
First
May 23, 2026
Latest
Oct 12, 2026

▲ 1 bullish ▼ 0 bearish · 8 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on NBIS at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Timeline

Newest to oldest
  1. October 2026 2 entries

    Substack · P Equity Research

    Expert Call | Nebius

    Credit @SmallCapSnipa on X

    NBIS4,866 words

    Since publication −27.0% α −25.4 pp vs S&P 500 · USD

    Substack · The Pragmatic Investor · James Foord

    I Keep Buying More Nebius

    Here’s why

    NBIS1,444 words

    Since publication −27.0% α −25.4 pp vs S&P 500 · USD

  2. September 2026 2 entries

    Substack · Outlier Capital

    Why I Picked $IREN Over $NBIS and $CRWV?

    The tape is pricing IREN as a leftover hash-rate story with an AI slide. I am pricing it as the only listed AI cloud that owns the dirt, the watts, the building, the GPUs and the software.

    BullishIRENNBISCRWV3,256 words

    Since publication NBIS −37.2% α −37.2 pp vs S&P 500 · USD

  3. August 2026 4 entries
  4. May 2026 1 entry

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.