Data source: Company filings. Data as of July 24, 2026. <\/p>\n
Foolish Take <\/p>\n
The revenue trends for Nebius and Strategy reveal the staggering difference between the former’s focus on infrastructure for the hot artificial intelligence sector<\/a> against the latter’s dedication to Bitcoin. <\/p>\n Strategy’s sales are a relic of its roots as a data analytics software company. Even so, it achieved a solid 12% year-over-year increase in revenue during the first quarter. Yet these days, Strategy exists primarily as the largest corporate holder of Bitcoin. It exited Q1 with over 818,000 Bitcoin holdings, representing about 4% of the world’s supply. <\/p>\n As a result, Strategy’s fortunes are tied to the cryptocurrency. With Bitcoin’s value declining in 2026, Strategy’s stock has fallen a whopping 77% over the trailing 12 months through July 24. <\/p>\n As its revenue trend shows, Nebius has grown into an AI powerhouse. Its Q1 revenue of $399 million represents an impressive 684% year-over-year jump. <\/p>\n The company provides data center infrastructure to customers seeking AI computing power, but has been careful about relying too heavily on debt to fund its data center expansion. Its cautious fiscal approach combined with outstanding sales growth propelled its stock to more than a 250% share price increase in the past 12 months through July 24. <\/p>\n Should you buy stock in Nebius Group right now? <\/p>\n Before you buy stock in Nebius Group, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $377,990!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,269,518!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 896% \u2014 a market-crushing outperformance compared to 206% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 25, 2026. <\/p>\n Robert Izquierdo<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy<\/a>. <\/p>\n