Go All In on These 3 Stocks Before May 9th for 100x Returns?

2. Nebius Group N.V. (NASDAQ:NBIS)

Nebius Group N.V. (NASDAQ:NBIS) is attracting interest from finance influencers on social media because of the sheer scale of the company’s order book with the largest tech companies. The firm has a contracted backlog approaching $50 billion. This is anchored by a massive $27 billion contract with Meta and a $19.4 billion deal with Microsoft for dedicated AI compute capacity over the next five years. Due to this, as Instagram experts have noted, analysts expect revenue to jump over 520% in 2026 to roughly $3.45 billion. Management has guided for an Annual Recurring Revenue (ARR) run-rate between $7 billion and $9 billion by the end of 2026 as new clusters go live.

TikTokers have highlighted that a major catalyst for Nebius Group N.V. (NASDAQ:NBIS) has been the $643 million acquisition of Eigen AI, announced early this month. This deal integrates model-optimization and inference technology directly into the Token Factory platform of the firm. Per finance influencers, by transitioning from just Infrastructure-as-a-Service (IaaS) to Platform-as-a-Service (PaaS), Nebius is expected to see significant margin expansion. These finance experts argue that this moves Nebius away from being a commodity hardware provider toward being a high-margin software-plus-infrastructure play.