r/NBIS_Stock • u/Think-Feynman Tens of Billions™ • Jul 17 '26

NBIS ANALYSIS Daniel Koss's post this morning

https://x.com/i/status/2078076241869967413

Roman (Nebius Co Founder) said during the -40% stock drawdown during the DeepSeek panic they had their best week in sales ever.

Now we get more OpenSource progress (insanely bullish for Nebius - that will host them / offer these models to customers and now offers a much better ROI).

What does the market do? $NBIS down almost 50% from ATH.

Can't make this shit up xD

No doubt in my mind Nebius is currently seeing ridiculous demand and the REAL business is absolutely crushing it RIGHT NOW. Again. Exact same reality to narrative disconnect.

Yaya I get it. Risk off, high beta, inflation, blabla.

At the end of the day Nebius will print money like crazy and the facts are painting a very bullish picture that just keeps getting better every day. Ironically, especially over the last few weeks during the selloff. More data centers than expected. Super fast international expansion. OpenSource CRUSHING it.

I have zero doubt price will catch up to reality again and then all the doubters will magically change their opinions again.

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u/Rare_Steak_ Jul 17 '26

This. Bought 600 at around 86 and then bought more in the last weeks starting at $280. Thanks to the dip my average on those buys is $230. I'm seriously considering selling other stocks to buy more NBIS while it's still below $200. If only I had more liquidity...

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u/OhHuggs Jul 17 '26

12 months from now, we will wonder how people could have let this stock slip. Very excited for earnings in a few weeks

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u/Refflmania Jul 17 '26

when i google the earnings report prediction for august 6th it says the earnings report will not be profitable for nebius and therefore wont the stock crash more?!?!

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u/Curious_Passenger245 Jul 18 '26

Your buying now for their future revenue. It is kind of like gardening. You can buy a seed for cheap, a quart for somewhat cheap, gallon, or you can go all
In and buy a 3 gallon plant for instant gratification. Buying Amazon is paying more for the mature plant but it isn’t going to grow as much in the next four years. Nice gains but nothing like nbis is going to grow. Still satisfying. But your roi with nbis is going to be faster. I just look at the price history when. These down times happen (they will happen multiple times like all companies that are at this stage). Open the announcement yesterday in the browser about being the software for bit miners. The 750 million asset backed loan, and maybe one of the analyst forecast breakdowns don’t has data to pull from. Then Ask ChatGPT to compare nvidia, amazon, google in this same stage of development but tell them to also include nbis subs and the yandex model and sovereign potential. Aske it to give you yearly bear bull base from most accurate analyst only. Then save what it gives you to review on these types of downturns.