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NBIS Surges in Reddit Spotlight as Retail Investors Highlight 454% Revenue Growth

Nebius Group (NBIS) saw a massive jump in retail-investor discussion on September 2, climbing 203 spots in the Tendie.bot rankings. Reddit users on r/stocks highlighted the company's Q2 revenue growth of 454% YoY, positive adjusted EBITDA, and undervalued assets like Avride and TripleTen. A separate experiment showed NBIS as the top performer among 10 Reddit-recommended stocks, returning 207% in one year.

  1. NBIS jumped 203 spots in the Tendie.bot rankings on September 2, driven by two high-engagement Reddit posts.

  2. A bullish thesis on r/stocks cited 454% YoY revenue growth, positive adjusted EBITDA, and undervalued assets.

  3. A year-long Reddit experiment ranked NBIS as the top performer among 10 stocks, returning 207%.

Why NBIS Dominated Retail Discussion

On September 2,

NBIS
$NBIS became a focal point on r/stocks, with two posts generating 826 comments and 480 upvotes. The ticker’s score rank jumped 203 spots, reflecting a surge in retail-investor interest. Sentiment was moderately positive at 0.14, driven by detailed fundamental arguments rather than hype.

NBIS

The Bullish Thesis That Resonated

A top-voted post on r/stocks laid out a 12-month bullish case for

NBIS
$NBIS. The author highlighted Q2 revenue growth of 454% year-over-year, with AI cloud revenue alone up 514%. They noted that the company posted its first positive adjusted EBITDA quarter and continues to secure new contracts, making dilution a manageable trade-off. The post also pointed to undervalued assets — Avride, TripleTen, and stakes in ClickHouse and Toloka — that most investors overlook.

The thesis resonated because it combined strong financial momentum with a narrative of hidden value. Unlike many Reddit stock picks that rely on short-term catalysts, this argument focused on sustained growth and asset realization.

A Year-Long Experiment Validates the Pick

A second post added real-world credibility. A Reddit user shared the results of a year-long experiment: they invested $100 CAD in each of 10 stocks recommended on r/stocks a year ago, with no additional research.

NBIS
$NBIS was the standout, returning 207% — from $64.97 to $199.54 per share. The overall portfolio returned 14%, dragged down by other picks, but NBIS single-handedly drove the positive outcome.

This experiment resonated with the r/stocks community because it demonstrated that a well-reasoned Reddit thesis could translate into real returns. The post generated 76 upvotes and 38 comments, with users debating whether NBIS still has room to run.

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