NebiusNBIS
Nebius on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
No ad reads on tracked podcasts in the last 30 days. Hosts are talking about it anyway — see the earned side.
What hosts are saying
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In their words
“Nebius, the other neocloud, has a much healthier balance sheet than CoreWeave, to be fair. But you're seeing companies like Oracle and Dell, their bonds are also trading much lower. CoreWeave at six years, Nebius at five years depreciation schedule.”
Praised for having a much healthier balance sheet than CoreWeave and a more conservative depreciation schedule that factors in faster chip replacement needs.
▶ Hear it“Of course, we used CoreWeave and Nebius, the two largest neo clouds, but this works for all of them, which is part of the problem, right? But our previous stance remains that a lot of these companies are not going to survive the next couple of years.”
Nebius is discussed critically alongside CoreWeave as a neocloud company with concerning metrics and potential lack of survival over the next couple of years.
▶ Hear it“Oh, it's coming into the convergence. Look at this, dude. Nebus is about to explode. It's going to be 339 soon. Watch, dude. It's going to break.”
Host expresses strong confidence in upward price movement and predicts explosive breakout with technical and fundamental positive indicators.
▶ Hear itThe full picture
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