Skip to content
TubeRank.
Get app

Follow NBIS's call journal

Get an email when NBIS calls are scored, or follow NBIS in the iPhone app. The file on this page stays readable without an account.

Email me when NBIS calls resolve

When a tracked NBIS call is scored — hit, miss or partial — we’ll email you the result. No account needed.

Used only for these updates. Privacy

Follow NBIS in the iPhone app
Nebius (NBIS)

Asset spotlight

What was said about Nebius Group

Creator calls, with the evidence to check them.

NBIS · latest price

$129.49

as of 1d ago

See the track record Read the callsAdd holding

The YouTube conversation

What are creators saying?

Selected calls on file
Recorded calls
15
YouTube channels
3
Pending outcomes
3
  • 9 bullish
  • 6 bearish

30 / 90 days · price direction

Directional track record

Did price move in the direction of the call?

Separate from forecast accuracy.

30-day window

Direction matched: Not enough observations

2 matched

of 5 observed calls

Rate appears from 10 observations

7 waiting for the window

0 missing price evidence

Inspect the calls
Matched
2
Moved opposite
3
Flat
0
Waiting for the window
7
Missing price evidence
0
Average direction-adjusted move
-6.9%
Published calls on file
15
Excluded from this measurement
3
Additional calls grouped
0

One observation per creator, asset and UTC publication day. Conflicting directions on the same day are excluded. Flat observations stay in the denominator. Waiting windows and missing evidence are unknown outcomes.

Example measured calls

  • Meet Kevin · NBISMoved opposite

    Bullish call · published Sep 17, 2026

    Entry close · Sep 18, 2026
    $223.54
    End close · Oct 19, 2026
    $170.24

    Price change -23.8% · Direction-adjusted -23.8%

  • Jo Bhakdi · NBISMoved opposite

    Bullish call · published Sep 15, 2026

    Entry close · Sep 16, 2026
    $209.37
    End close · Oct 16, 2026
    $165.47

    Price change -21.0% · Direction-adjusted -21.0%

  • Meet Kevin · NBISDirection matched

    Bullish call · published Aug 27, 2026

    Entry close · Aug 28, 2026
    $209.18
    End close · Sep 28, 2026
    $231.88

    Price change +10.9% · Direction-adjusted +10.9%

90-day window

Direction matched: Not enough observations

1 matched

of 1 observed call

Rate appears from 10 observations

11 waiting for the window

0 missing price evidence

Inspect the calls
Matched
1
Moved opposite
0
Flat
0
Waiting for the window
11
Missing price evidence
0
Average direction-adjusted move
+18.4%
Published calls on file
15
Excluded from this measurement
3
Additional calls grouped
0

One observation per creator, asset and UTC publication day. Conflicting directions on the same day are excluded. Flat observations stay in the denominator. Waiting windows and missing evidence are unknown outcomes.

Example measured calls

How to read this

Direction is extracted by AI and may need correction. These fixed windows do not evaluate the creator’s own target or deadline. The entry is the first full market session after the source’s UTC publication date; we compare its close with the close 30 or 90 calendar days later, rolling a non-trading endpoint forward. Bullish calls match a rise; bearish calls match a fall. This is a price comparison, not a trading return.

How directional measurements work

Updated Nov 7, 2026

Forecast accuracy

Creators’ own targets and deadlines

—

nothing resolved yet

15 calls from 3 channels are on file for NBIS. None have resolved yet, so there is no hit rate to report. 3 are still pending. The record leans bullish: 9 bullish and 6 bearish.

This is the weighted hit rate: a partial counts as half. It uses resolved forecasts, not the 30/90-day directional observations above.

How hit rates work

Email me when NBIS calls resolve

When a tracked NBIS call is scored — hit, miss or partial — we’ll email you the result. No account needed.

Used only for these updates. Privacy

Follow NBIS in the iPhone app

Price & targets

Compare one creator’s call at a time.

4 targets available · newest first

  • Daily close
  • Selected target
$110$160$210$260May 11Aug 8Nov 6
Recent daily closes through Nov 6, 2026. Price history is incomplete; gaps remain open.
Meet Kevin

Said Oct 27, 2026

Price target

$216

BullishRecorded outcomepending
Deadline
Deadline not recorded
Open call & evidence
Call context
Stated timeframe
Technical rebound

Original words

“So, what can we technically bounce to on Nebeus? Uh let's see here. Oh, 216's easy.”
Source video
About this view

Price window: May 11, 2026–Nov 6, 2026. Yahoo Finance · daily closes. Prices and targets use split-adjusted units.

92 trading sessions are missing from this window. Lines break across missing sessions; one observation appears as a dot.

The recorded outcome follows the call’s original target, deadline and conditions. The price line shows daily closing observations.

11 calls lack a comparable target or source date. Find calls without targets in the creator archive.

Calls, by channel

Choose a creator to read their calls and source evidence.

Meet Kevin8 callsBullish

Kevin sees technical rebound potential toward 216 and eventually 339 if credit stress subsides. He distinguishes that technical upside from a demanding fundamental valuation and delayed profitability.

Most recent thesisOct 27, 2026Source video

Kevin sees technical rebound potential toward 216 and eventually 339 if credit stress subsides. He distinguishes that technical upside from a demanding fundamental valuation and delayed profitability.

Earlier theses (5)
MixedOct 26, 2026Source

Kevin says Nebius has a substantially better balance sheet than CoreWeave. Nevertheless, he includes neoclouds in his stated investment avoidance because of financing, competition and consolidation risks.

BullishOct 7, 2026Source

The host expects Nebius to break out toward 336 while arguing that neocloud growth depends on reduced opposition to data centers. Financing access and the operational complexity of running data centers remain important constraints.

BullishSep 17, 2026Source

Kevin highlights Nebius's strong balance sheet, sizable cash position, and manageable debt load as reasons to view it favorably compared to more indebted neoclouds, especially amid rising borrowing costs.

BullishAug 27, 2026Source

Kevin reviews a bullish Goldman Sachs note on Nebius driven by strong per-megawatt compute deal pricing, a new Groq/Nvidia chip partnership, and a Bloom Energy power deal, while noting his own valuation model is more conservative than Goldman's. He flags risks around reliance on upfront customer deposits inflating cash flow, the sustainability of current elevated GPU rental pricing, and Nebius's smaller scale relative to peers like SpaceX and Google.

BearishAug 11, 2026Source

Kevin views Nebius as part of a group of AI infrastructure/data center plays that he believes will end up as long-term bag holders once compute commoditizes and rental yields compress.

BullNot scored: condition$339Oct 27, 2026

“But that's a good amount of upside. And frankly, now all of a sudden 339 looks like that's a technical double from here. That's interesting…”

Bullpending$216Oct 27, 2026

“So, what can we technically bounce to on Nebeus? Uh let's see here. Oh, 216's easy.”

BearNot scoredNo targetOct 26, 2026

“That's one of the reasons I don't invest, frankly, in the Neo clouds, but I do have exposure, in full fairness, to SpaceX and Meta and othe…”

BullNot scored: conditionNo targetOct 7, 2026

“As long as that chills out Nebius and these, they can actually finance more and they can grow.”

Bullpending$336Oct 7, 2026

“Nebus which I actually think is about to break out to 336.”

BullNot scoredNo targetSep 17, 2026

“Nebius has a way better balance sheet, dude.”

Bullpending$238Aug 27, 2026

“Our Stock AI forecast right now has Neveah sitting at a fair value of about $238.”

BearNot scoredNo targetAug 11, 2026

“I hate them long term because I think uh they'll be bag holders in the future.”

Jo Bhakdi6 callsBullish

The host presents Nebius as a beneficiary of investors reconsidering an excessive AI infrastructure selloff. He argues that political incentives and manageable permitting requirements undermine the premise that the AI buildout will be stopped.

Most recent thesisNov 6, 2026Source video

The host presents Nebius as a beneficiary of investors reconsidering an excessive AI infrastructure selloff. He argues that political incentives and manageable permitting requirements undermine the premise that the AI buildout will be stopped.

Earlier theses (4)
BearishNov 5, 2026Source

The host recommends avoiding Nebius as part of his strategically bearish neocloud thesis. Political permitting obstacles compound existing energy constraints and competition from SpaceX.

BearishNov 4, 2026Source

Nebius is named among independent neocloud providers that the host rejects as investments under the new political conditions. He sees both construction restrictions and SpaceX competition as threats to this group.

BearishOct 13, 2026Source

The host identifies Nebius as particularly vulnerable to a renewed AI-sector panic. He supplies no company-specific valuation target or independent business analysis.

BullishSep 15, 2026Source

The host frames Nebius as a leading 'Neocloud' that is a direct beneficiary of rising GPU rental prices, since Neoclouds are laser-focused on AI compute versus diversified hyperscalers. He personally holds the stock (bought around $175-180 during a dip) and believes it and other Neoclouds will keep rising as long as compute prices stay elevated.

BullNot scoredNo targetNov 6, 2026

“So they are all recovering pretty nicely pre-market and I predict the sell off was vastly overdone.”

BearNot scoredNo targetNov 5, 2026

“So that is why I believe Neoclouds I am bearish. I'm strategically bearish. I'm not saying they couldn't recover, but the Neoclouds have bi…”

BearNot scoredNo targetNov 4, 2026

“The neoclouds. No. The neoclouds I have extreme concerns now. I had them before because of SpaceX. SpaceX is going to destroy them.”

BearNot scoredNo targetOct 13, 2026

“It would absolutely slaughter Micron. It would slaughter Nebius, the neoclouds. We have to keep an eye out.”

BullNot scoredNo targetSep 15, 2026

“I think Nebas is pretty hot.”

BullNot scored: conditionNo targetSep 15, 2026

“As long as this goes up, the Neo clouds will go up too because these compute curves indicate is there a problem in supply.”

Asymmetric Investing by Travis Hoium1 callBearish

Nebius is part of the neocloud group he excludes from his portfolio. He also chooses cash when asked to select investments from a group containing Nebius.

Most recent thesisJul 24, 2026Source video

Nebius is part of the neocloud group he excludes from his portfolio. He also chooses cash when asked to select investments from a group containing Nebius.

BearNot scoredNo targetJul 24, 2026

“Um, I ran I talked about, uh, Neoclouds a little bit earlier. Um, no, they're not going to make the portfolio. Uh, I don't think there's a…”