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  Update - Oct. 2, 2025 Nebius jumps over $120 on more details from the big Microsoft deal. The market appears overly concerned Microsoft isn't actually looking at Nebius as an AI cloud partner.  The stock is up ~400% since Out Fox The Street subs were told to buy the stock on April 28.  Originally posted on Sept. 9 Nebius Group N.V. just landed a $17.4B, 5-year AI GPU contract with Microsoft, massively exceeding previous revenue expectations. The AI cloud company is uniquely positioned with underappreciated assets and limited debt, enabling aggressive AI infrastructure expansion and further customer growth beyond Microsoft. Despite a sharp after-hours stock jump, Nebius trades at only 4x conservative 2027 ARR estimates, leaving significant upside as the Microsoft deal ramps. While execution and profitability must be proven, NBIS stock remains a compelling buy on dips given its transformative growth trajectory and AI market potential. In a surprise move,  Nebius Gro...

Updated - Oct. 2, 2025 Upstart might have some support here around $50 after BTIG caused the crash from $60 based on faulty delinquency data . The stock hasn't actually rallied on this news suggesting the negative momentum could keep Upstart under pressure.  Update - Sept. 24, 2025 Despite the rate cute, Upstart is trading down at recent lows. If the stock breaks $60 tomorrow, watch out below.  Original article posted on Aug. 6 Upstart reported a strong Q2 due to a big boost in loan conversions, but questions remain about sustainability and lack of consistent volume growth. The AI lending platforms expansion into auto and home loans is promising, but funding partners are lacking. The stock trades at 35x 2026 EPS targets, making Upstart expensive for uncertain funding growth. I remain Neutral on Upstart; consider buying on weakness or a breakout above $80 only if supported by rate cuts or major funding news. Looking for a portfolio of ideas like this one? Members of Out Fox The...