Serenity Reinforces NBIS as the Neocloud Sector Leader Amid a 210% Price Surge

ME News report, June 3 (UTC+8): "New Stock God" Serenity posted a retrospective on his heavy investment in AI infrastructure company Nebius (NBIS), stating that NBIS is his "most confident pick in the Neocloud sector." The stock has risen from approximately $84 last year to its current price of $260, validating his sector thesis. Serenity reaffirmed that NBIS ranks first in the Neocloud sector, outperforming competitors such as IREN and CRWV. With a market capitalization now at $66 billion, he remains bullish on its long-term potential to surpass $100 billion. In November last year, when NBIS shares were trading around $86, Serenity published a detailed analysis defining NBIS as "the purest asymmetric opportunity in Neocloud and AI infrastructure," highlighting that NBIS generates the highest revenue in the Neocloud sector and avoids key pain points faced by competitors—it does not suffer from full-stack execution uncertainty like IREN and ORCL, carries no high-interest debt like CRWV and APLD, and lacks the scalable revenue certainty from large-scale customer contracts seen in companies like CLSK and BITF. Notably, Nebius (NBIS) is also included in NVIDIA’s investment portfolio and in the Q1 holdings of Leopold Aschenbrenner, the 25-year-old Wall Street AI prodigy behind Situational Awareness LP. (Source: BlockBeats)