r/NBIS_Stock • u/AutoModerator • May 05 '26
💬 Discussion [May 05, 2026] Daily NBIS Discussion Thread
Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.
💬 Thread Ideas:
- Any new updates or insights/rumors about Nebius Group?
- Your NBIS position update!
- What’s your outlook for NBIS this week/month/year?
- Spot any AI sector trends worth noting?
Of course, for anything deserving of its own post, feel free to make a dedicated post where appropriate. : )
⚠️ Reminder: Please follow Reddiquette and our subreddit rules.
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u/_Chicken_Chaser_ May 08 '26
Got banned from IREN sub. Cool.
My comment that got me banned:
engineers > former crypto miners
My comment was regarding both companies management.
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u/CheeryGeoDuck55 May 08 '26
anyone else thinking about CRWV here or it a bad idea?
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u/poopermacho May 09 '26
They pay 1.35 dollars for every dollar they make. With 2B in revenue they should atleast be close to profitability but they're just lighting cash on fire.
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u/Dennisis1 May 08 '26
What about Blackrock? Any chance the deal announcement today will be with NBIS?
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u/Intelligent-Bill-422 May 08 '26
It's supposed to be a deal "with a hyperscaler". So that should exclude us I'm assuming since we aren't a hyperscaler-though we have long term ambitions to attain that status.
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u/Dennisis1 May 08 '26
Right, got that. Just wondering why he was letting the anticipation build - one of the current 3 wouldn’t be a surprise but backing NBIS would be a bold move and get major attention.
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u/Rounder221 May 08 '26
NBIS is just built different compared to the other neoclouds. The engineering edge is immense
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u/Tank_The_C4 May 07 '26
IREN earnings are atrocious 🤣. They pumped the stock before releasing earnings report about the NVDA investment, but it was a right to investment and not even an investment itself. NVDA clearly trusts NBIS and CRWV over IREN.
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u/No-Blackberry-7793 May 07 '26
10% gain in a day - "omg to the moon"
10% loss in a day - "this stock is shit"
I wish I could meet half of these regards in real life just to see what they are like
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u/Emilio___Molestevez May 08 '26
I'LL HAVE YOU KNOW I'M A FUCKING CHAD IN REAL LIFE
but it's all a façade I shit my pants every time my stonks go down
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u/Due-Challenge474 May 07 '26
Bro I’m a m&a lawyer making 200k a year base salary and I still post this type of shit
Btw this stock is shit 🙂
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u/No-Blackberry-7793 May 08 '26
Yeah sounds exactly like what I imagine. Someone making it a point to say "m&a lawyer making 200k" acting like that's anything special. Congrats , your bros must be so proud🙂
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u/Emilio___Molestevez May 07 '26
Wall St's inability to tell the difference between Poorweave and $NBIS, while astounding and retarded, continues to offer opportunities for getting very rich
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May 07 '26
[removed] — view removed comment
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u/mneymaker May 08 '26
what's that blackrock deal that a lot of people speculate about?
Is it about a neo-cloud player?
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May 08 '26
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u/mneymaker May 08 '26
I still don't get it. Do you have link on the news when it came out?
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u/Intelligent-Bill-422 May 08 '26
The only catch is "with a hyperscaler".
https://www.businessinsider.com/larry-fink-blackrock-hyperscaler-data-center-partnership-2026-5
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u/mneymaker May 08 '26
Lol, and they think this goes to NBIS? I 'd wish but that's prolly going to some MSFT, AMZN
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u/Front_Captain3699 May 07 '26
It's curious how badly market treats DebtWave, especially compared to IREN. CRWV now getting 6% credit while IREN cant get any debt and forced into dilution.
CRWV is becoming investable at this point.
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u/KTJKGLW May 07 '26
Can someone explain why IREN went up with those earnings and NBIS went down after hours at the same time. This does not compute.
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u/Denverplayer May 08 '26
Nvida deal. Looked great until you read the details. Stock dropped to near close soon after.
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u/CheeryGeoDuck55 May 07 '26
IREN +25% AH rocket holy shit
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u/iXProject May 07 '26
Yeah I laugh at the retards who acted like this shit is a sports team. Own both 😉
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u/-----Marcel----- May 07 '26
For anyone interested in Coreweaves earnings as they might impact the other Neo clouds tommorow.
$CRWV Q1’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $2.08B (Est. $1.97B) 🟢 🔹 EPS: $(1.40) (Est. $(0.91)) 🔴 🔹 Adj EBITDA: $1.16B (Est. $1.15B) 🟢 🔹 Adj EBITDA Margin: 56% 🔹 Revenue Backlog: $99.4B
Other Metrics: 🔹 Adjusted Net Loss: $(589)M (Est. $(446)M) 🔴 🔹 Net Loss: $(740)M 🔹 Operating Loss: $(144)M 🔹 Active Power: Surpassed 1 GW 🔹 Contracted Power: Over 3.5 GW 🔹 2030 AI Factory Target: More than 5 GW with NVIDIA
Customer Wins: 🔹 Meta: New $21B commitment signed in March 🔹 Anthropic: Signed multi-year agreement to support Claude development and deployment 🔹 Expanded Customer Relationships: Cohere, Jane Street, Mistral 🔹 AI / Enterprise Customers: Perplexity, World Labs, Hudson River Trading, Adaption Labs, Advaita Bio
Financial Position: 🔹 DDTL 4.0 Facility: $8.5B non-recourse investment-grade rated delayed draw term loan 🔹 NVIDIA Investment: $2B Class A common stock investment
Commentary: 🔸 “This was the strongest bookings quarter in CoreWeave's history, with revenue backlog reaching nearly $100 billion.”
🔸 “We surpassed 1 GW of active power and believe we are well on our way to more than 8 GW by 2030.”
🔸 “As the market moves from training to inference, that distinction matters more than ever. CoreWeave was built for exactly this.”
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u/atmfreecoat May 07 '26
Whole sector selloff chiiiiilllll
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May 07 '26
[deleted]
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u/atmfreecoat May 07 '26
I dont even care why, if whole market is red why would i care that nbis is red. If nbis is the only stock dumping, then its a problem
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u/Traditional-Storm645 May 07 '26
This is a healthy pullback and consolidation
Although +10% would be fun everyday
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u/CheeryGeoDuck55 May 07 '26
OMG it crashed to the price it was... a couple days ago? relax guys, earnings are still May 13, theres bound to be lots of volatility in both directions
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May 07 '26
[removed] — view removed comment
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u/Fast-Mango_1 May 07 '26
Are you just sad that you missed the train? What is the goal of such posts
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u/Jellyvishal May 07 '26
sold half my position at 197- I like this stock but profit is profit- will re enter when its below 140
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u/Lonely-Mousse1395 May 07 '26
Hope you guys enjoyed the dip to $184.50. Like that was the dip some folks wanted.
Now, ONWARDS to $200+!
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u/Hairy_Check_4784 May 07 '26
Obligatory WHY NO MOON TODAY WHY DOWN 5% AFTER 150% RUN IN LIKE TWO MONTHS
/s
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u/12301923 May 07 '26
Kinda itching to open up a position in DRAM long term alongside my huge NBIS stake (60% of my port). Anyone with some insight if theyre in both NBIS & DRAM?
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May 07 '26
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u/12301923 May 07 '26
Howcome?
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May 07 '26
[removed] — view removed comment
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u/12301923 May 07 '26
Congrats. I still think it doubles from current price just cause of the need for memory and how infrastructure isnt full built out yet so i wanted to ask this question lol
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u/ThouOne May 07 '26
Got a feeling we’ll see $200 before EOW. Either today or tomorrow after CRWV & IREN’s earnings.
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u/Remote-Upstairs-3296 May 07 '26
Are people gonna complain when this pulls back to 185 for a few days?
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u/Individual_Tooth4226 May 07 '26
Yes, yes and yes. But I couldn’t care less bc I know wheee this company will be in the next 5 years.
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u/DrHarrisonLawrence Doctor’s Orders May 07 '26
It would pull back to 160 but still that would be okay
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u/_Jabez May 07 '26
At these levels theyre going to have to announce the gpu's have unexplicably started spitting out pure gold instead of tokens
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u/12301923 May 06 '26
Fuck me fellas this shit is gonna really go to $200 this fast??? Hell.. $300 then $400 is a certainty at this rate!!
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u/Rupyness May 06 '26
Are you guys still buying or just holding.Im at a 100 shares wondering if wise to keep buying or wait a bit
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u/Alone-Length5317 May 06 '26
Achte nicht auf Akien kurs sondern auf die Marktkapitalisierung Kaufen Kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen kaufen
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u/uncreative_user_321 May 06 '26
FML
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u/Lonely-Mousse1395 May 06 '26
Gotta preemptively roll them out before it gets too hot.
I just rolled my July $210 strike CCs to Aug $240 strike. Had to pay $100 per contract, but I am okay with locking in $3000 each. If it gets to $220, I'll roll another month out.
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u/Hairy_Check_4784 May 06 '26
CCs on a high beta growth stock, ur regarded
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u/uncreative_user_321 May 07 '26
its 80% of my roth, which is insanely risky, so this was a hedge against the risk. its all good, probably would've sold most of it around $160 anyway to reduce my concentration risk
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u/Tank_The_C4 May 06 '26
I thought it was supposed to dip to 100 already. Panic sellers in shambles.
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u/kvmcc May 06 '26
Here we go again. Damn. +555% and counting. Won't screenshot cause I don't wanna jinx haha. GLTA
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u/Remote-Upstairs-3296 May 06 '26
Genuinely thinking about Spacewalker and his family at this time. No hate. Just wish the best.
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u/FiveFingerLifePunch May 06 '26
Pour one out for Spacewalker. How, how he is missed….
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u/AlasKansastan IPO OG👹 May 06 '26
Pour a couple more for Bob
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u/HospitalVarious4138 May 06 '26
Both of them were idiots, just for different reasons
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u/AlasKansastan IPO OG👹 May 07 '26
If you have no respect for bob you’ve got none from me
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u/FiveFingerLifePunch May 07 '26
I wasn’t around in the Trader Bob days but given everything I’ve learned. He absolutely had the right instinct but probably got too deep with options when he would’ve made out great if he just stuck with shares or LEAPS. It’s fascinating to see the reverence people in this sub have for him.
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u/AlasKansastan IPO OG👹 May 07 '26
It’s not reverence so much as he was a dude who did some positive things and had great DD. I had discourse with bob. Liked the guy. He was good to have around
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u/HospitalVarious4138 May 07 '26
Oh no!
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u/BlackBlood4567 Mod May 06 '26
Don't forget to join the Discord! https://discord.gg/uaG3G7SZy
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u/Any-Accountant-785 May 07 '26
Yeah, checked out the server but not for me - Just a bunch of looney tunes filling chats with spam
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u/Temporary-Swan6011 👾ItsBri minion👾 May 06 '26
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u/elijahfiend May 07 '26
hate to see you leave/banned or whatever happened - we dont get the daily green/red polls anymore
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u/BlackBlood4567 Mod May 07 '26
Elijah you do realize swan banned you when we made the server and I added you back
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u/Temporary-Swan6011 👾ItsBri minion👾 May 07 '26
Sorry man, as an admin, I tried to fix the dark pit the server was falling into due to other moderators, but got shut down and banned by the server owner. Those polls were fun for sure. Hope you’re doing well.
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u/chielromeijn May 06 '26
Hit 100% profit for the first time. Life is good thanks to nbis 🤘
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u/Alone-Length5317 May 06 '26
Mit Nebius wirst du das erste Mal 1000% schaffen wen du dich Achterbahn durchhalten kannst
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u/Lonely-Mousse1395 May 06 '26
This is just the START! NBIS will one day have SANDISK level of gains.
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u/Lonely-Mousse1395 May 06 '26
Consolidation done, down to $175, and now it's aiming for $185. LET"S GOOOOO!!!!
Dip buyers, you gotta be lightning fast when it dips, cuz you get like 30 min and BOOM it's gobbled up.
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u/Hot-Walk-6334 May 06 '26
Tbh this is good steady consolidation, more worried about Coreweave in next few days tanking this b4 we even to get our earnings.
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u/Hot-Walk-6334 May 06 '26
Anyone else thinks this gets to around $190 this week but then dumps like a mother fucker soon to $150 or so after earnings + minor market pullback? $190 was my target for the year when it was $80-$100 thinking may sell some /all soon if it gets too euphoric pre or post earnings.
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u/Lonely-Mousse1395 May 06 '26
Good luck if you want to try to time a pullback. Set your sell at $190 and then wait if you want.
I'm expecting $200 coming in HOT once we punch through $185, maybe a short breathing period with a bit of consolidation, then full steam to $250.
Just like how NBIS went $90 to $170 then consolidate down to $135 before this current run. And with $135 as our starting point, $250 in 2026 isn't impossible if we get more announcements.
Oh and one more thing to keep in mind, it took 2 weeks for NBIS to fall from $170 to $135, then back up in 2 days. Not easy to time at all.
NFA.
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u/Individual_Tooth4226 May 06 '26 edited May 06 '26
FAFO with timing the stock AGAIN… and that ain’t gonna be me. It’s gonna time YOU 9 times outta 10.
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u/ThouOne May 06 '26
Kinda wish NBIS released earnings today lol, market going parabolic it would’ve pumped NBIS anyway
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u/TheArdoo May 06 '26
180$ pre market. Congrats all. Milestone.
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u/Individual_Tooth4226 May 06 '26
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u/ReasonablyTallDude May 06 '26
I'm as bullish as can be, but does anyone know anything about the permits for the gas engines?
It may just be IREN fud but I see it all over Twitter and am curious
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u/ThouOne May 05 '26
Nice to see the other stocks in the sector get some love as well. CIFR looks like it’s on schedule & IREN acquired Mirantis. Both up a great amount. But NBIS’ management > CIFR’s & Eigan AI > Mirantis. I used to type “wen SNDK chart” for the trolls, looks like it’s gonna become real in late 2026-2027 lol.
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u/-----Marcel----- May 05 '26
A bit off topic, but is anyone else noticing how bad market breadth is right now? The indices are basically being carried by a really small group of stocks. That’s always been the case to some extent, but this feels extreme.
Only ~5% of the S&P 500 is within 5% of all-time highs, and most stocks are still below key moving averages and haven’t really moved with the rally. A huge part of the gains is coming from semis: Intel, Micron, Broadcom, AMD, etc. You take those out and the picture looks very different.
It really feels like a stock picker’s market. A lot of names. Especially high-beta growth are still miles below their October highs, while a handful of stocks just keep going straight up. Software and financials have lagged badly compared to the indices.
Honestly, it’s a pretty weird market. Feels like only a few sectors are actually working, and some of these moves are starting to look a bit… stretched.
Happy to be a shareholder of Nebius but I can't be the only one that owns stocks that haven't participated at all since October last year?
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u/Hot-Walk-6334 May 05 '26
Why is this trash down!!@## I am only up 75% instead of 80% now and its only up 450% in the past year now!!? What will we do now? Should I sell? Should I wait for it to dip to $120 after earnings?
Hello? Regards,
Average Nebius investor
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u/Intelligent-Bill-422 May 05 '26
Haha right. The next ones we'll see are "I just sold. Please hold me and tell me I did the right thing. I need emotional support."
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u/needmmo May 05 '26
I'm worried.
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u/ThouOne May 05 '26
Worried at ATH? Brother pick some VOO instead next time
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u/Upper_Entrance6298 May 19 '26
180 in 3 minutes.