Mikita Sheleh @MikitaS: "🤖 Stock Spotlight: $NBIS Nebius..."

Poland

🤖 Stock Spotlight: $NBIS (Nebius Group NV) Nebius is positioning itself as more than just a cloud/AI company - through its Avride arm, it's also pushing into autonomous mobility and delivery robots. 🔑 Key Points: • Avride already has a partnership with $UBER (Uber Technologies Inc.) to deploy self-driving delivery solutions. • Serve Robotics (another player in the space) just signed a deal with $DASH.US (DoorDash Inc) for food delivery using 1,000+ robots in 4 cities. • While there's NO OFFICIAL CONFIRMATION that Nebius/Avride is involved, it shows the commercial momentum in robot delivery and $NBIS has great potential to be part of similar deals down the line. 💡 Why it matters The autonomous delivery space is still young, but if Nebius executes on Avride's vision, it could tap into a fast-growing logistics market. ⚠️ Risks • Avride's partnership with $UBER (and any potential ones with delivery firms) is central to its commercialization. Losing or weakening these partnerships could materially impact earnings visibility. • NBIS has benefited from AI enthusiasm. If sentiment cools or "AI fatigue" sets in, valuation could compress regardless of fundamentals. • Autonomous delivery is still under scrutiny by regulators (safety, traffic laws, liability). Delays in approvals could stall deployments or add costs. • Like many growth/AI/robotics plays, Nebius invests heavily in R&D and infrastructure. If revenue growth lags, they may need to raise capital -> possible share dilution. 💬 Do you think $NBIS can carve out a strong position in this emerging market?

A massive growth trend 🚀

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Still too early 🤔

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Overhyped ⚠️

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Not interested ❌

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