u/LarryBlink

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+6.7%+6.7%
3d111100%+6.1%+6.1%
1w1100%-7.5%-7.5%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only.

Thesis history

$NBISNewsbullish
u/LarryBlink · 17d ago

NBIS: Nebius reports first quarter 2026 financial results

Nebius reported 684% YoY revenue growth to $399M and achieved $129.5M EBITDA profitability while expanding AI infrastructure. With $2B Nvidia investment, early access to Blackwell/Rubin chips, a 1.2 GW Pennsylvania megasite approved, and $9B in cash, the company is positioned as a major AI infrastructure beneficiary.

1d+6.7%
3d+6.1%
1w-7.5%
1m
3m
6m
1y
original post →

End of results.