NBIS
Nebius GroupWho's tracking it
People we track who have mentioned this stock — their take and the move.
Microsoft and Meta earnings calls indicate sustained AI capex with compute scarcity across
Meta receiving premium offers for compute implies scarcity benefiting neoclouds like NBIS.
Source: X / @aleabitoreddit ↗Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
Neocloud stocks like NBIS rose 4%+ premarket, showing strength in cloud/AI infrastructure.
Source: X / @aleabitoreddit ↗Nvidia disclosed 9.3% beneficial ownership in Nebius, boosting sentiment after hours.
Nvidia disclosed a 9.3% beneficial ownership stake in Nebius, reinforcing confidence in the company as a Neocloud leader.
Source: X / @aleabitoreddit ↗Neocloud and colo stocks surge on AI compute shortage news and new contracts, with IREN up
Not yet moving in the current recovery; taking its time in the shower.
Source: X / @aleabitoreddit ↗The author contrasts European capital preservation culture with growth investing, criticiz
Similar to MRVL, the author disagrees with the celebration of NBIS's crash, suggesting the stock is undervalued after the sell-off.
Source: X / @aleabitoreddit ↗Meta is in talks to lease compute to Anthropic in a $10B deal, referencing the profitable
The author states this deal validates Neocloud business models like NBIS, as hyperscalers are copying their approach.
Source: X / @aleabitoreddit ↗Nebius signs $1B+ compute agreement with Reflection AI for GB300 access through 2029. Auth
Long-term customer diversification is a core strength; the $1B+ deal signals strong demand. However, counterparty funding risk tempers near-term enthusiasm.
Source: X / @aleabitoreddit ↗The author argues that retail investors panic sell during sharp drops like 30-60%, but he
Projected to become the next hyperscaler with $7-9B ARR in Q4, signaling massive growth potential.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author learns about floating data centers and ocean compute, noting free cooling and g
The author mentions NBIS as a potential player in floating AI data centers, but frames it as a speculative future possibility rather than a current investment thesis.
Source: X / @aleabitoreddit ↗Meta signed massive agreements with Neoclouds like NBIS in March, likely due to Google res
NBIS is a Neocloud that signed massive agreements with Meta, benefiting from hyperscaler capacity constraints as companies seek alternative compute sources.
Source: X / @aleabitoreddit ↗The author criticizes those missing the AI supercycle by holding IREN instead of investing
Mentioned as part of the AI supercycle run, specifically as a Neocloud.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Was accused of being Russian propaganda with no moat, but thesis later validated.
Source: X / @aleabitoreddit ↗The author compares NBIS reaching all-time highs while IREN is still at the same price as
The author highlights that NBIS is at all-time highs, suggesting strong price performance.
Source: X / @aleabitoreddit ↗The author outlines three investment themes—neoclouds, photonics, memory—and discusses spe
Reaching all-time highs while other stocks stagnate; author compares it to AWS potential.
Source: X / @aleabitoreddit ↗The author reflects on past high-conviction stock picks that performed very well, mentions
Listed as other high conviction pick that aged well, no specific update.
Source: X / @aleabitoreddit ↗The author notes that $NBIS, $ALAB, and $RKLB have been added to the Nasdaq 100 index, exp
Added to Nasdaq 100 index, likely attracting passive fund inflows and increased visibility.
Source: X / @aleabitoreddit ↗The author describes a recurring pattern where retail investors buy early in a trend, inst
Institutions accumulated majority of float after author called out <30% accumulation; stock reached ATHs despite negative articles.
Source: X / @aleabitoreddit ↗The author warns about toxic financing structures and float dynamics that destroy sharehol
Optimal financing structures (NVIDIA direct funding, convertible mix) contributed to 153%+ YTD gain, avoiding toxic dilution.
Source: X / @aleabitoreddit ↗NVIDIA invests in NBIS · $2B
Up 150% since NVIDIA's investment.
Source: IndexBox ↗
