Nebius Group (NASDAQ: NBIS) just delivered blowout Q4 and full-year 2024 results, yet the market still hasn’t fully caught on. If you’re looking for an under-the-radar AI infrastructure play, NBIS is it—and we’re long and strong on this one.

The Numbers Speak for Themselves

• Q4 2024 revenue: $37.9M (+466% YoY)

• Core AI infrastructure business grew 602% YoY—this isn’t just growth, it’s hypergrowth.

• Full-year 2024 revenue: $117.5M (+462% YoY)

• $2.45B in cash on hand—they are loaded with capital to scale aggressively.

• Yes, they posted an EBITDA loss ($266.4M for the year), but this is a land grab phase—you don’t judge an AI infrastructure company on short-term profitability when they’re scaling at this pace.

Why This is So Bullish

1. Nebius is Expanding Fast

CEO Arkady Volozh made it clear: Q4 was a breakout quarter. The company’s AI infrastructure is rapidly scaling, and demand for high-performance AI computing is only growing.

2. They Raised $700M in an Over-Subscribed Round

• Investors include Nvidia, Accel, and Orbis—some of the smartest names in AI and venture capital.

• If Nvidia sees this as a strategic play, that’s a huge signal. These investors don’t back losing bets.

3. AI Infrastructure is the Picks-and-Shovels Play

Everyone is chasing AI stocks, but AI needs infrastructure to run—and Nebius is building the backbone. This is the same reason Nvidia ($NVDA) has been unstoppable. Cloud-based AI infrastructure will be one of the biggest growth stories of the next decade.

Bottom Line: NBIS is a Screaming Buy

The market still isn’t fully pricing in what’s happening here. NBIS isn’t just another AI company—it’s a critical infrastructure player in the AI arms race.

• Hypergrowth revenue (602% YoY in AI infrastructure)

• A war chest of $2.45B in cash

• Major backing from Nvidia and top-tier investors

• AI infrastructure is a secular growth megatrend

We’re long and strong NBIS. This is a generational opportunity, and dips are for buying. Don’t sleep on it. 🚀