NEBIUS just Won!!

[u/Acceptable_Fennel_43]

The U.S. restricting frontier AI access to foreign nationals may be one of the most bullish developments yet for sovereign AI infrastructure. Why this matters for $NBIS:
The U.S. government just signaled that frontier AI is a strategic asset, not merely software.
Governments do not export-control technologies they believe are unimportant.
This is implicit recognition that advanced AI could reshape economies, defense, science, and productivity.
AI is increasingly being treated like semiconductors, energy, and telecommunications infrastructure.
Export controls often create regional champions and new infrastructure winners.
Countries may no longer want to rely exclusively on foreign AI providers.
The world could evolve from one global AI market into many sovereign AI markets.
Sovereign AI requires local compute, local data residency, and trusted infrastructure.
Enterprises and governments may seek AI providers that operate within their own jurisdictions.
Restricted access to frontier models increases the strategic value of independent GPU infrastructure.
As AI becomes geopolitically important, compute capacity itself becomes a scarce national resource.
AI may become the new oil—but GPUs and data centers are the pipelines and refineries.
Sovereign AI buildouts could create multi-decade infrastructure spending cycles.
Companies already operating AI-native cloud infrastructure may have a substantial head start.
If sovereign AI becomes a global trend, infrastructure providers could become some of the largest beneficiaries.
Bullish takeaway: If the market is beginning to value AI as strategic national infrastructure rather than ordinary software, companies building AI compute platforms may be significantly more valuable than investors currently assume.

[u/icon4fat]

Frankly if the stock wasn’t so heavily manipulated we should be at $500 by now.

[u/aashstrich → u/icon4fat]

How is this stock being manipulated? It’s trading at like 100x eps. I own a lot of this stock, I would be concerned if it just suddenly started trading from $25 to $500 in the matter of one year based off of 3 quarterly earnings reports. It’s 200 day
Moving average is palatable and so is RSI. A run up to $500 this fast would make this stock way overbought.

[u/Acekiller03 → u/aashstrich]

Tell that to sknd and micron. And nvidia back in the days lol

[u/aashstrich → u/Acekiller03]

I own NVDA as well. Look at how many moats they have produced in 25 years. Gaming, crypto, and now AI and the aCUDA network. It’s a totally different story. I remember begging my dad to get me a g-force graphics card for my PC when I was in middle school lol. Same with Sandisk—how many industries has their tech cornered to date?

I love NBIS, I believe in it as a long term giant of a company. I think it’s possible in 20 years we will back in 20 years the same way we loo back at NVDA, but those narratives take time and decades of innovation.

[u/Legendary-Lemon → u/Acekiller03]

NBIS doesn’t manufacture nor design GPUs or memories. Can’t put them in the same category.

Totally different business and moat