「Stock God」 Serenity Reiterates NBIS as Neocloud's Track King, the Purest AI Infrastructure Asymmetric Opportunity

BlockBeats News, June 3rd – The "Stock God" Serenity published a post looking back on his heavy bet on the AI infrastructure company Nebius (NBIS), stating that NBIS is his "most confident choice in the Neocloud track," with the stock price rising from around $84 last year to the current $260, confirming the market validation of his track judgment. Serenity reiterated that NBIS ranks first in the Neocloud track, surpassing competitors like IREN and CRWV. NBIS's market cap has reached $66 billion, and a long-term breakthrough above $100 billion is still expected.

Back in November last year when NBIS's stock price was around $86, Serenity released a detailed analysis, defining NBIS as the "purest asymmetric opportunity in Neocloud and AI infrastructure" and pointing out that NBIS is the highest revenue target in the Neocloud track. It has avoided several pain points faced by competitors—unlike IREN and ORCL, there is no uncertainty in full-stack execution; unlike CRWV and APLD, there is no burden of high-interest debt; and unlike CLSK, BITF, etc., there is no lack of scale revenue certainty from large-scale customer contracts.

It is worth noting that Nebius (NBIS) is also part of NVIDIA's investment portfolio and is held in the Q1 holdings of Situational Awareness LP, led by the 25-year-old Wall Street AI Stock God Leopold Aschenbrenner.