Get "backdoor access" BEFORE the SpaceX IPO

BONUS: Nebius Is Exploding Higher After Nvidia's $2 Billion Bet  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

A message from our friends at The Oxford Club (sponsor) Dear Reader, Let me tell you how Wall Street really operates... When a company like SpaceX is about to go public, the insiders always get first dibs. Goldman Sachs... Morgan Stanley... The hedge fund managers... The billionaires... They load up on shares at rock-bottom prices. Then – and only then – do they open the doors to regular investors. By that point? The biggest gains are already locked in. It's a rigged game. And it's been this way for decades. But Dr. Mark Skousen just found a crack in the system. A "backdoor" that lets you grab a pre-IPO stake in SpaceX... before Elon makes the "trillion-dollar" announcement. But space is limited... Dr. Skousen is revealing the ticker for free. Click here for your free "SpaceX" ticker. Good investing, Rachel Gearhart Publisher, The Oxford Club P.S. Inside this special presentation, you'll also learn how you can stake a claim in one of the most concentrated SpaceX holdings we know of. Don't miss your chance. Just click on this link for the exclusive presentation. BONUS ARTICLE Nebius Group (NBIS): Nvidia's $2 Billion Bet Just Turned a "Neocloud" Into a Real Contender Wall Street has a habit of pretending every AI stock is the same. They are not. Some are selling software. Some are selling chips. Some are selling hope. And a very small number are selling the one thing the market still cannot get enough of: live, deployable AI compute. That is why Nebius Group (NBIS) is surging today. Nvidia and Nebius announced a strategic partnership under which Nvidia will invest $2 billion in Nebius. The two companies said they will work together across AI factory design, inference software, infrastructure deployment, and fleet management, with Nebius targeting deployment of more than 5 gigawatts of Nvidia-based capacity by the end of 2030. That is not a routine vendor relationship. That is not a symbolic minority check. That is Nvidia effectively telling the market: this is one of the clouds we want scaled. And the stock is responding accordingly. Nebius shares were up more than 16% in the early move on the news, and by about 9:16 a.m. ET the stock was trading around $112.00, up $15.56 from the prior close, after opening at $105.40. Now the real question is not whether the headline is bullish. It obviously is. The real question is whether Nebius is simply enjoying a one-day Nvidia halo effect… or whether this is the moment the market finally starts valuing it as something more substantial: a new class of AI infrastructure company that sits somewhere between a hyperscaler, a GPU lessor, and a purpose-built AI factory operator. I think that is the more interesting angle. Because beneath today's premarket fireworks is a very specific, very data-heavy story the market is only beginning to understand. What Nebius actually is Nebius is often described as an "AI cloud" company, which is true but incomplete. This is not just generic cloud hosting. Nebius is building what might be called specialized AI capacity: infrastructure for model training, inference, and deployment, using Nvidia systems and a full-stack platform designed specifically for AI-native customers and enterprises. The company says its platform spans from data and model training to production deployment, and Nvidia's new announcement explicitly references collaboration on AI factory design, inference stacks, Rubin-based systems, Vera CPUs, and BlueField storage. In plain English, Nebius is trying to become one of the companies enterprises and AI startups call when they need serious compute now, not after a two-year waitlist and not buried inside a giant general-purpose cloud environment. That matters because the AI market is starting to split into tiers. The first tier is the giant model and platform companies. The second tier is the chip layer. The third tier — and this is where Nebius lives — is the capacity layer, the firms that can stand up the hardware, the data centers, the networking, and the operational software needed to actually run AI at scale. And right now, that layer is still undersupplied. Reuters reported in February that Nebius said enterprise and AI-native demand continues to outpace supply, allowing it to sell future capacity well in advance. That is one of the most important lines in this entire story, because it means the company is not chasing imaginary demand. It is racing to fulfill real, already-visible demand. The numbers are no longer small The easiest mistake investors can make with Nebius is assuming it is still a cute, speculative niche cloud name. The recent numbers say otherwise. For Q4 2025, Nebius reported $227.7 million in revenue, up from $35.2 million a year earlier, a gain of 547%. For full-year 2025, revenue reached $529.8 million, up from $91.5 million, a gain of 479%. That is not incremental growth. That is infrastructure scaling. Even more important, the core AI cloud business is doing most of the heavy lifting. In the shareholder letter, Nebius said core AI cloud revenue was $214.2 million in Q4 2025, up more than 800% year over year, and represented approximately 94% of total group revenue during the quarter. That matters because it tells you this is not some conglomerate story where the exciting AI narrative is masking a bunch of unrelated businesses. The AI cloud engine is already the dominant part of the story. And there is more. Nebius said its annualized run-rate revenue reached $1.25 billion at the end of December 2025, ahead of its own prior guidance range of $900 million to $1.1 billion. Management also said it is on track to end 2026 with ARR of $7 billion to $9 billion. That is a gigantic target, and it should not be swallowed uncritically. But it is not being thrown out in a vacuum. The company has been backing it with capacity expansion at a pace most investors still have not fully appreciated. Capacity is the real story This is where the Nebius thesis gets interesting. The company said it ended 2025 with about 170 megawatts of active power, versus a target of 100 megawatts. It also said it had already secured more than 2 gigawatts of contracted power and was ahead of its prior target. Reuters later reported the company now expects to have more than 3 gigawatts of contracted power by the end of 2026, up from a previous outlook of over 2.5 gigawatts. Today's Nvidia announcement pushes the horizon even further out. The two companies said the partnership is intended to help Nebius deploy more than 5 gigawatts of capacity by the end of 2030. That is not a side note. That is the thesis. In AI infrastructure, investors are increasingly learning that the real scarce asset is not the model, and sometimes not even the chip. It is energized, deliverable, monetizable capacity. Anybody can announce grand plans for AI. Far fewer can line up land, power, GPU access, networking, software, and customers at the same time. Nebius is trying to do exactly that. And the company's existing execution gives the story more credibility than a casual glance might suggest. Nebius said it delivered the first tranche of capacity to Microsoft on time in November 2025 and remains on track to deliver the rest on schedule. It also said both contracted tranches for Meta were delivered on time and have moved into the servicing stage. Those are not small logos. Those are two of the most demanding AI and cloud buyers on earth. So when Nvidia now adds a $2 billion vote of confidence on top of that, the market has a reasonable basis for concluding that Nebius is not just an aspirational AI cloud. It is becoming a real one. Why Nvidia's investment matters so much Nvidia does not need more press releases. It needs more places for its systems to be deployed at scale. That is why this investment matters. Nvidia said the partnership will include early adoption of its latest computing architecture, including Rubin, Vera CPUs, and BlueField storage systems, along with support for AI factory design and inference optimization. That tells you this is not simply financial sponsorship. It is ecosystem integration. Nvidia is effectively helping Nebius become a preferred growth outlet for next-generation Nvidia infrastructure. And strategically, that makes sense. The hyperscalers are huge, but they are not the whole market. There is enormous demand from AI startups, research organizations, and enterprises that need high-end AI capacity with more flexibility or specialization than the giant clouds may offer. Nebius is trying to fill that lane, and Nvidia benefits when that lane scales because it means more systems sold, more software pulled through, and more compute demand anchored inside Nvidia's architecture. This is one reason Barron's framed Nebius as part of the so-called "neocloud" trade, alongside other AI-capacity specialists. Barron's also noted that Nvidia's move fits its broader pattern of strategically financing AI infrastructure to secure future demand. In other words, Nvidia is not just buying equity. It is fertilizing its own ecosystem. The bull case The bull case for Nebius is straightforward, even if execution will be messy. First, revenue growth is already explosive. A 547% quarterly increase and an 800%+ jump in core AI cloud revenue are not theoretical. They already happened. Second, utilization and demand appear strong enough that the company is comfortable selling future capacity in advance. That reduces one of the biggest fears in infrastructure investing: building expensive assets before knowing whether they will be filled. Third, the company is not just talking about product. It is talking about power. Ending 2025 at 170 MW active power, securing 2+ GW of contracted power, guiding to 3+ GW by year-end 2026, and now targeting 5+ GW by 2030 gives investors a physical framework for modeling the business. Fourth, the customer list matters. Microsoft and Meta are already in the story, and Nvidia just deepened the relationship in a very public way. Fifth, Nebius's balance sheet has become more formidable. In its shareholder letter, the company said it had $3.7 billion of cash, which management said gives it a strong position to implement its 2026 and future growth plans. That last point matters because AI infrastructure is brutally capital intensive. This is not a SaaS company scaling on sales efficiency alone. It is buying GPUs, building data centers, and expanding internationally. Without capital, the story breaks. With capital, the runway gets much longer. The bear case Now for the part too many AI newsletters skip. Nebius is not cheap in the emotional sense, even if investors can still argue it is early in the structural sense. The company's capital spending is enormous. Reuters reported that Q4 capex ballooned to about $2.1 billion, up from $416 million in the prior-year period, driven by GPU purchases and data-center expansion. That is the price of building capacity, but it is still a risk. So are losses. Reuters reported Q4 net loss widened to $249.6 million from $133.2 million a year earlier, even as revenue surged. Official company materials show Q4 net loss from continuing operations at $249.6 million and adjusted net loss at $173.0 million. So yes, Nebius has scale. But it also has burn. And the market should not forget that. This story only works if the company continues converting capital expenditure into high-return capacity fast enough to outrun dilution fears, utilization concerns, and the risk that AI demand normalizes before all this infrastructure earns attractive returns. There is also concentration risk. When a company's credibility is enhanced by giant counterparties like Microsoft, Meta, and Nvidia, that is obviously bullish. But it also means a lot of the market's confidence rests on a relatively small number of very large relationships. And finally, there is competitive risk. Nebius is not building in a vacuum. It is competing in a market that includes hyperscalers, CoreWeave-style neocloud peers, and potentially a long tail of specialized AI infrastructure operators. Today's demand is strong. Tomorrow's pricing environment may be tougher. The deeper takeaway Still, today's move should not be dismissed as just another AI stock popping on an Nvidia mention. The real significance is bigger. Nebius is becoming proof that the AI boom is maturing from a chip story into an industrial deployment story. A year or two ago, investors mostly asked: who has the best models and who gets the most GPUs? Today the better question is increasingly: who can turn those GPUs into revenue-generating capacity quickly, reliably, and at scale? Nebius's latest numbers suggest it is doing that faster than many expected. Nvidia's $2 billion investment suggests one of the most important companies in the AI stack agrees. That does not make Nebius risk-free. It does make it important. And in markets, there is a difference. Bottom line Nebius is surging today because Nvidia just handed it something rare: not just money, but strategic validation. Nvidia's $2 billion investment, Nebius's 547% Q4 revenue growth, $214.2 million in quarterly core AI cloud revenue, $1.25 billion year-end ARR, and a roadmap stretching from 170 MW active power to 5+ GW capacity by 2030 all point to the same conclusion: this is no longer a fringe AI infrastructure story. It is a capital-hungry, fast-scaling, execution-sensitive infrastructure bet sitting directly in the blast radius of the biggest spending cycle in tech. That means volatility. That means risk. But it also means Nebius may be one of the more important "rising star" names in the market right now. Because in AI, the next fortunes may not go only to the companies inventing intelligence. They may also go to the companies building the factories where that intelligence runs. Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. 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