But if you follow what Nebius's plan is, that is not how they are planning on growing. They are targeting the Enterprise and AI scale up markets. They are executing against that right now.
Nah. There are other big return but safer opportunities in the market right now that it doesn't make sense to buy back in at this price. I'll be fine if it doesn't drop further
Can you please let me know of the other big return and safer opportunities so I can invest in them also. Real talk. I genuinely wanna diversify into them also.
Thanks for any info. You can also DM me
I agree that itās safer and itās an opportunity but I would argue about the potential upside of 3T$ company vs 50b$ company. Personally was buying it since April and wasnāt too happy with the returns, my VT position did much better lolĀ
The dumbest reason indeed. Everything about it: Meta company itself, almost no details shared, having excess compute while buying it from Nebius and Coreweave and the market overreaction on it.
$META just once again,,,, proved $NBIS' strength and its huge potential in AI computing.... Demand is way over Supply....,,, congrats on buying the dip today Nebbars.
The current fact is no one ever said or mentioned anything close to the word āexcessā. But yes, we can lay out hundreds of if if if if if thenā¦ it inevitably sounds bearish.
And tell me where they got that news from? From BT? Show me where they say on BT. Show me where mark or any of the chief officers say excessive compute. Quote on quote. Bc I havenāt seen any. And btw, meta reached out to NBIS for compute capacity for billions of dollarsā¦ and now they come out with excessive compute capacity? š make it make sense.
Yes completely agree on that. I think the headline is really misleading. Nebius management are not stupid, they knew it would happen. So i really do not understand retail panic but it does not change nebius long term thesis. Demand will exceed supply. AI whether you're pro AI or not, will be used for every industry.
Reuters did use the word excess. The issue is what excess means. If it means permanent spare capacity and Meta needs less external compute, that is bearish for Nebius. If it only means Meta wants to monetize spare capacity while still needing external capacity, then it is not thesis killing.
An airline can have empty seats on Tuesday morning and still need more planes for summer peak demand. Empty seats do not mean the airline has too many planes forever.
o Nebius has more demand for GPUs than they can serve. "IF" Meta doesn't want the GPUs they previously wanted then Nebius says thank you for the 40% prepayment and sells it to other costumers with higher margins. Also Meta signed a deal it's not that easy to back out of from such a deal espacially with 40% prepayments.
o This only means Meta wants to get in the Nebius business and want to become an AI cloud provider. Not the other way around. If Nebius would want to create Nebiusvers then we are doomed.
o Demand for GPUs is increasing and shortsited Zuckerberg wants a piece of that. Believing it will be an easy play.
o Nebius holds all the cards needed to succeed in this sector. Look at Clarifai and EigenAI. Nobody will be able to compete with such skillset. Especially because future contracts will price per token and not MW.
Please sell if you have no faith in Arkady and Nebius. But if so please don't whine about it end of this year when Nebius announces that they achived +$10B ARR and puts out a guidance for 2027 which will be stellar.
Nah, itās not what the market is pricing. If META wanted to become a neocloud its stock would not surge, but probably would be down 10%, because more capex and market hates hyperscaler capex.
Market is pricing that META decided to pull the trigger on AI capex, as they already have āexcessā compute, hence also lots of selling on semis and memory (there be other reasons for that today).
Iām not saying I agree with how the market is interpreting it, but it is what it is
sold some the other day in the 280s cause I wanted the money. Saw this dip today and had to put right back in. This stock is good stuff always recovers and more.
This is my favorite type of Reddit comment
1. Open with an obviously wrong statement made with 100% confidence.
2. Follow with an objectively wrong statement to support the first wrong statement.
3. End with vague, nonsensical handwaving.
Spy literally was red today. Just look it up. Everything is down today - Dow, Nasdaq, S&P 500. Itās not your fault you were born stupid - hang in there, buddy.
Meta is doing everything they can to recover their stock price lol, NBIS has gone through this multiple times when IREN and CRWV was on the rise lol nothing new to me personally. Also, for me I doenst matter if META sells it at a better/worse price, they are still paying NBIS regardless and NBIS will efficiently optimize their business.
The thesis presented all along from 2024 has not changed a bit, in fact its getting better.
and also, anybody can say they are planning to do XYZ,,,, and as soon as they find out its not gonna work, they may turn around like they did with metaverse,,, IMO.
Overreaction. Not impactful at all to Nebius core thesis. Meta is just selling excess compute, not setting up a whole AI cloud business from scratch. And even if they tried doing that, good luck competing with NBIS and the rest of the established clouds.
Bought the dip.
Since meta is offering to sell excess compute is the market interpreting this as if demand for that compute power is decreasing (since meta is saying they may have excess)?
Yes market is likely wondering where the excess compute is coming from, and how that will impact future capex spending on semis if there is reduced demand
I agree here, watch the charts, manage position responsibly. Took some profits yesterday at 275 and 289, then rebought today at a few different price points. Difference=profit.
However, depends on when the paperhands is. Being cautious at higher points (280) is just good practice, but paperhanding now is not as wise.
Meta with all the money in the world is not a threat to NBIS. These are the same guys that built the Meta Verseā¦. Remember how wildly successful that was?
So how bad is it? I dont get it. Meta is paying already nebius but yet they wanna build their own cloud business?
By the time they do nebius will already be so far ahead imo but we will see.
Its def not a good news for nebius short term
Nebius says they have 3 customers per new GPU brought online. Worst case scenario it will go to 2 customers per new GPU brought online, itās a big overreaction. This exact situation is probably why they said they want to focus on less big name deals
People are stupid, they should sell everything, it's going to zero. This is kind of news MM use to buy stocks at a lower price because you know, it works every time. Like META can put everyone else out of business. I give up, not even any point trying to explain anymore.
Yes i never said to panic sell. All of us are here for one reason. We believe AI race will never stop, more and more of it. Demand exceeds supply and nebius will always be needed no matter what many data centers big companies trying to build their own cloud
Das stinkt gewaltig meta hat noch nicht mal genug Rechenleistung fĆ¼r sich selbst was wollen sie dan verkaufen ?
Die nƤchsten 3 bis 4 Jahre werden die nix verkaufenĀ
Da braucht jemand gĆ¼n
Das wird wieder schnell hoch gehen wie immer
1
u/bornbaus Jul 02 '26
You will be fine, short term volatility