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再涨超10%!英伟达概念股NEBIUS两日大涨超33%,香橼盛赞其有望成为下一个“AI宠儿”

Surging over 10% again! nvidia concept stock NEBIUS skyrocketed over 33% in two days, with Citron praising its potential to become the next 'AI darling.'

Futu News ·  Dec 4 22:49

AI company $NEBIUS (NBIS.US)$ Today surged over 10% again, worth noting that this company has accumulated a rise of over 33% in the past two trading days.

On the news front, the company announced the completion of a round of $0.7 billion financing. This financing involved institutions such as the venture capital firm Accel, Nvidia, and accounts managed by Orbis Investments, marking a significant layout of NBIS in the global artificial intelligence infrastructure sector.

The company plans to issue 33.3333 million Class A shares, priced at $21 each, with the proceeds used to further build large-scale GPU clusters, expand the cloud platform, and provide more tools and services for developers, fully supporting the innovative development of global AI pioneers.

NBIS's AI services heavily rely on nvidia's high-end GPUs, particularly key models such as the H100, H200, and L40s, which play a core role in the global AI field. This financing will empower NBIS, accelerating the construction of more advanced AI infrastructure and deepening the strategic partnership with nvidia. With the support of nvidia's advanced technology, NBIS can offer customers a more efficient and powerful computing platform, thus enhancing competitiveness in several key areas including cloud computing, big data analysis, and AI development.

nvidia's technological advantages hold significant strategic value for NBIS. By acquiring the latest nvidia GPUs and AI acceleration hardware, NBIS can not only enhance the computing capabilities of its infrastructure but also quickly adapt to the growing global demand for AI applications, providing customers with efficient and scalable solutions. Innovations in computing efficiency and performance from nvidia's H200 and Blackwell chips will provide NBIS with a solid technological foundation, ensuring its competitive advantage in the global market.

Interestingly, Citron recently stated that Nebius's stock price has the potential to reach $60, which is based on a "rough estimate", assuming its valuation has a 50% discount compared to CoreWeave's pe. The research firm stated, "Citron is very bullish on Nebius, believing it could become the next AI darling of Wall Street," highlighting CEO Arkady Volozh's background and the decade-long partnership between nvidia and the company.

Yesterday,$NEBIUS (NBIS.US)$Options trading was active, with a total options trading volume of 0.0904 million contracts on the day, where put options accounted for 19.26% of the total volume and call options accounted for 80.74%.

It is noteworthy that,$NEBIUS (NBIS.US)$at a fill price of $28.39, there was an unusual options activity l with a volume of 1,010 contracts, topping the l list, involving $0.2929 million. The exercise price of this option is $30.00, with an expiration date of December 20, 2024.

Track unusual options activity to view large option trades in US stocks!

Stock quote page > options unusual options activity > filter > custom filter criteria to obtain the symbol.Unusual options activity information!

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