Andrew Left's Citron Research Says Nvidia-Backed Nebius Is The Next 'AI Wall Street Darling'
Andrew Left's Citron Research Says Nvidia-Backed Nebius Is The Next 'AI Wall Street Darling'
Volozh, a Russian technology entrepreneur and billionaire known for his expertise in computer science, expressed confidence in the company's direction. "The foundation of our business is our expertise in building advanced technology infrastructure," he stated, highlighting plans to expand AI infrastructure across two continents.Shares of Nebius Group NV (NASDAQ:NBIS) jumped 13.90% on Tuesday after Citron Research highlighted the company's potential to become the next artificial intelligence sensation on Wall Street, citing its deep ties with NVIDIA Corp. (NASDAQ:NVDA) and perceived undervaluation compared to competitor CoreWeave.
Nebius Group NV（納斯達克：NBIS）的股價在週二上漲了13.90%，因爲Citron Research強調了該公司有潛力成爲華爾街下一個人工智能明星，稱其與英偉達corp（納斯達克：NVDA）有着深厚的關係，並且與競爭對手CoreWeave相比被認爲是被低估的。
What Happened: The surge followed Monday's announcement of a $700 million private placement financing round, backed by Nvidia, Accel, and accounts managed by Orbis Investments. The deal involves issuing 33,333,334 Class A shares at $21 each, representing a 3% premium over the volume-weighted average price since Nasdaq trading resumed.
發生了什麼：上漲緊隨週一宣佈的70000萬定向增發融資輪，得到英偉達、Accel和Orbis Investments管理的帳戶的支持。該交易涉及以每股21美元發行33,333,334股A類股份，相當於自納斯達克交易恢復以來成交量加權平均價格的3%溢價。
Citron Research, through its X social media account, projected a potential $60 share price for Nebius, based on what it called "napkin math" assuming a 50% discount to CoreWeave's multiple. The research firm said, "Citron pounding the table that Nebius is poised to be the next AI Wall Street darling," emphasizing CEO Arkady Volozh's credentials and Nvidia's decade-long relationship with the company.
Citron Research通過其X社交媒體帳戶預測Nebius的潛在股價爲60美元，基於其所謂的「餐巾紙計算」，假設與CoreWeave的倍數有50%的折扣。研究公司表示：「Citron反覆強調Nebius即將成爲下一個人工智能華爾街寵兒，」強調首席執行官阿卡季·沃洛赫的資歷以及英偉達與該公司的十年關係。
Volozh, a Russian technology entrepreneur and billionaire known for his expertise in computer science, expressed confidence in the company's direction. "The foundation of our business is our expertise in building advanced technology infrastructure," he stated, highlighting plans to expand AI infrastructure across two continents.
沃洛赫是一位俄羅斯科技企業家和億萬富翁，以其計算機科學的專業知識而聞名，他對公司的發展方向充滿信心。他表示：「我們業務的基礎是我們在建設先進製造行業方面的專業知識，」並強調計劃在兩個大洲擴大人工智能基礎設施。
Citron pounding the table that $NBIS is poised to be the next AI Wall Street darling. A sleeper with no analyst coverage yet, the market hasn't caught on to its massive potential—or its undervaluation vs. CoreWeave. If it trades at a 50% discount to Coreweave multiple that puts...
— Citron Research (@CitronResearch) December 3, 2024
Citron正在大力推介$NBIS，將其視爲下一個人工智能華爾街新寵。作爲一隻尚未受到分析師覆蓋的沉睡股，市場尚未意識到其巨大的潛力——或其與CoreWeave的低估。如果它的交易價格相較於CoreWeave的倍數有50%的折扣，那麼它將...
— Citron Research (@CitronResearch) 2024年12月3日
Why It Matters: The backing from Nvidia carries particular weight given the chip giant's dominance in AI computing. Citron noted that Nvidia's investment "was not out of the blue," pointing to their long-standing relationship and timing with complete divestiture.
這很重要：英偉達的支持具有特別的分量，因爲這家芯片巨頭在人工智能計算中的主導地位。Citron指出，英偉達的投資「並不是憑空而來，」並指出他們之間長期的關係和完全撤資的時機。
Citron's endorsement is notable given the firm's track record of market-moving calls. Its founder, Andrew Left, gained prominence for his contrarian positions, including his famous bearish stance on GameStop Corp (NYSE:GME) in 2021 and recent skepticism about MicroStrategy Inc's (NASDAQ:MSTR) Bitcoin (CRYPTO: BTC) driven rally.
鑑於該公司的市場影響力，Citron的支持意義重大。創始人安德魯·萊福特因其逆勢立場而聲名顯赫，包括他在2021年對遊戲驛站corp（紐交所：GME）所持的著名看淡立場，以及最近對microstrategy（納斯達克：MSTR）比特幣（CRYPTO：BTC）驅動的反彈的懷疑態度。
The stock continued its upward momentum in after-hours trading, gaining an additional 2.97%. With no current analyst coverage, Citron suggests the market has yet to fully recognize Nebius's potential in the rapidly expanding AI infrastructure space.
該股票在盤後交易中繼續保持上升勢頭，額外上漲了2.97%。由於目前沒有分析師覆蓋，Citron建議市場尚未完全識別Nebius在快速擴展的人工智能基礎設施領域的潛力。
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免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。