Nebius Stock Price Volatility: A Clash of Views
Nebius is an AI infrastructure company that has been at the center of market volatility in recent months. The stock's price has swung wildly, leaving investors wondering whether to buy or sell.
On one side, legendary short seller Michael Burry has publicly shorted the stock, calling it 'like shooting fish in a barrel.' On the other, Goldman Sachs has quietly boosted its passive stake in Nebius to 7.2 percent as of June 30, 2026, according to recent SEC filings.
Nebius' growth is explosive, with first-quarter revenue surging 684 percent year-over-year to $399 million. However, this growth comes at a heavy price: management has lifted its 2026 investment plan to a range of $20 billion to $25 billion, while long-term debt has climbed to $8.4 billion.
The company's ambitious plans include massive data center projects and energy infrastructure initiatives. But with such high costs, investors are left wondering whether Nebius can sustain its growth.