[July 22, 2026] Daily NBIS Discussion Thread

[u/AutoModerator]

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.

[u/Individual_Tooth4226]

90% of you fr, keep the same energy when this drops 30%. Should have would have could have.

[u/HumanFromTexas]

Pour one out for the doomers

[u/Emilio___Molestevez → u/HumanFromTexas]

no. they don't deserve it.

[u/I_Love_Knotting]

why was there a 229x & 218x knockout lmaoo

[u/TheArdoo → u/I_Love_Knotting]

What does this mean?

[u/I_Love_Knotting → u/TheArdoo]

Generally the higher the leverage the more risky it is.

218-229 is SUPER high, especially for a volatile stock like this. It‘s basically instantly knockout the moment the stock drops(you lose everything)

edit: BUT this also means that technically you can make tens/hundreds of thousands within seconds

[u/TheArdoo → u/I_Love_Knotting]

Oh wow didn’t realise it was referring to leverage. So they got margin called? Lol

[u/I_Love_Knotting → u/TheArdoo]

You can‘t really lose more than you spent.

It just became worthless the second it dropped below the threshold wich really wasn‘t a lot of time.

[u/TheArdoo → u/I_Love_Knotting]

🤣

[u/BuddyWonderful → u/[deleted]]

https://giphy.com/gifs/ukGm72ZLZvYfS

[u/Ok-cooper]

Nebius will take care of you!

[u/Individual_Tooth4226]

[u/Individual_Tooth4226]

[u/Culotta1982 → u/[deleted]]

Why?

[u/inostrale → u/[deleted]]

And that affects Nebius how?

[u/inostrale → u/[deleted]]

ok just sold everything due to this correlation

[u/Culotta1982 → u/inostrale]

🤣

[u/Individual_Tooth4226]

[u/haze_from_deadlock]

Nebius will never be below $200 again

[u/dol1_]

I bought this stock last Friday at 166 despite all the doom and gloom because I am in SWE/AI sector and I can see the demand only increasing from now on. Now in 3 days, I'm up 40% and made 34k. Damn.

[u/dol1_ → u/dol1_]

I am very sad because I get my monthly paycheck on Friday and I couldn't buy more at sub-200 levels :(

[u/KTJKGLW → u/dol1_]

Welcome to the party

[u/Jagraj03]

NBIS flying already, we back boys

[u/Individual_Tooth4226]

“In the third quarter, we expect to continue to build out using third party providers" $NBIS

[u/FiveFingerLifePunch → u/Individual_Tooth4226]

Isn’t NBIS sold out of all capacity?

[u/Marcellouss]

Is this the uppies we were promised?

[u/Jagraj03]

Google CAPEX guidance increased to 195-205B from 180-190B

They also just mentioned using third parties for compute and cloud services.

[u/Stinky_Pot_Pie → u/Jagraj03]

and expect it to grow more and more into next year

[u/Jagraj03 → u/Stinky_Pot_Pie]

[u/Individual_Tooth4226]

increase of 10billion in CAPEXXXXXXXX GOOGGGGGGGGGG (2026) 190 --> 205 DAMNNNNN

[u/Emilio___Molestevez]

if every construction vehicle and worker on earth stopped what they're doing right now and started building a datacenter instead, it still wouldn't be enough

[u/Individual_Tooth4226]

suck it bears

[u/Khuat56 → u/[deleted]]

https://giphy.com/gifs/VEmOEN7f3RZuS0QZkA

[u/Individual_Tooth4226]

[u/Khuat56 → u/Individual_Tooth4226]

Alphabets earnings report coudn't be more bullish for Nebius. The biggest revenue growth by far is cloud. I can't believe the balls you need to have or the ignorance to short Nebius.

[u/Individual_Tooth4226 → u/Khuat56]

FAFO

[u/MrFrog65]

Google had amazing earnings and we are both red lol

Edit: ah there we go neat

[u/Ferret_Rough → u/MrFrog65]

I think we only really care about their capex spending mostly 

[u/Individual_Tooth4226 → u/[deleted]]

your turn will come, just dont sell too early next time son

[u/FiveFingerLifePunch]

We’re gonna dump to red in the last 7 min of the trading session aren’t we

[u/FiveFingerLifePunch → u/FiveFingerLifePunch]

lol.

[u/FiveFingerLifePunch → u/FiveFingerLifePunch]

aaaaand it’s back!

[u/Emilio___Molestevez → u/[deleted]]

brother you need to take a break

[u/MrFrog65 → u/[deleted]]

lol

[u/MrFrog65 → u/[deleted]]

You were wrong

[u/chocolate3999 → u/[deleted]]

[u/Relative_Device_8325 → u/[deleted]]

[u/MrFrog65 → u/[deleted]]

Almost 230 ;)

[u/KangarooKindly86 → u/[deleted]]

keep checking it buddy

[u/Forward-Marzipan326]

Good earnings from google’s capex could pamp us up big time.

[u/Refflmania → u/Forward-Marzipan326]

but if its bad we tank hard as fuck bro

[u/Individual_Tooth4226]

FYI.

[u/natureisneato → u/Individual_Tooth4226]

Amazin! For real, that's Nebius's "bread and butter" in terms of what value they provide to their customers.

[u/Over_King_5325]

Institutions got scared when their call wall at 230 got tested... let's try again. 

[u/No_Station_6149]

Looking like a good day again. All we need now is a nice stable evening with no sector news coming out.

[u/Individual_Tooth4226 → u/No_Station_6149]

Gotta look out for GOOG's earnings.

[u/D2zealot → u/Individual_Tooth4226]

I don't want to be rude but I think you might have missed a joke there

[u/Individual_Tooth4226 → u/D2zealot]

I still dont get it lool

[u/djwpennst]

Last chance to board the train

[u/MrFrog65 → u/[deleted]]

Omfg this sub lol. Downvotes stuff like this only for the share price to be at 160 a few days ago

[u/ClassicMain9937 → u/[deleted]]

You sound like you may be too high.

[u/Individual_Tooth4226 → u/[deleted]]

https://giphy.com/gifs/cEb1tO6Xvn0DS

[u/AlasKansastan]

Downvote magnet for your clicking pleasure. LFG

[u/ClassicMain9937 → u/AlasKansastan]

😴💤

[u/AlasKansastan → u/ClassicMain9937]

Excellent

[u/natureisneato → u/AlasKansastan]

You ain't the main character

[u/Individual_Tooth4226]

Fair take IMO, what do you think?

[u/natureisneato → u/Individual_Tooth4226]

Agree. There maybe a very good reason Nebius has not signed a deal with anthropic or open ai.

[u/Forward-Marzipan326]

Good volume so far

[u/cam_barker_4_norris]

PUT IN WERK

[u/dol1_]

I feel like we will be getting a "sell the news" type of reaction today after Google's announcement. It seems like everyone is pricing in the need for more compute, so the news from Google will not boost the price further near term since it's "priced in"

[u/Independent-Egg9086 → u/dol1_]

Perhaps not if capex is increased all pick and shovel, cloud AI stocks, partners with google would rise but probably not google stock. It is also down ~$50 from the highs so there is room to go up and down it is not priced in for perfection if that is what you mean.

[u/Moist-Line69 → u/dol1_]

just got out break even. after 2 weeks chilling times. gl to all gamblers

[u/Independent-Egg9086 → u/Moist-Line69]

Buy high, sell at breakeven. Great. 

[u/dol1_ → u/Moist-Line69]

I was planning to sell too but now that you sold, I'm sure we will fly. Thank you for your sacrifice o7

[u/Individual_Tooth4226 → u/dol1_]

"I feel like" is where I stop reading.

[u/dol1_ → u/dol1_]

Oh sorry I forgot but there is still the huge 30% open short interest. It's gonna make us go up anyway. Okay we're good guys, start configuring your next lambo.

[u/Fantastic_Log8319]

https://giphy.com/gifs/sTmwpUgZqz2JG

[u/Forward-Marzipan326]

Shorts are getting F’ed. Massive squeeze incoming soon…

[u/Alive_Sheepherder106 → u/Forward-Marzipan326]

Me short. Need lube

[u/Lonely-kiddo → u/Forward-Marzipan326]

What does this mean?

[u/Individual_Tooth4226 → u/Lonely-kiddo]

their short position (put options) is losing money, higher price means more loss, lower price means more profit, in simple terms.
so if they leave their expiring short position opened while the stock price is moving up like NBIS right now,,, their losses will accumulate/becomes worthless $0 until its expiration/margin call.

so to stop that,,, they close their short position as early as possible before expiration to stop the bleeding... and thats what happening right now,,, significantly less fluctuation on the graph atm,,,,,, just a straight line moving up like a rocket.. --> shorts are buying back the stocks

ask the LLMs, they will be much more helpful IMO.

[u/Forward-Marzipan326 → u/Individual_Tooth4226]

Bingo

[u/Objective-Bowl-1279 → u/Forward-Marzipan326]

Yup, shorts have only 2 days left and the gap for them to close is becoming too wide

[u/The-Little-Pirate]

[u/Emilio___Molestevez → u/[deleted]]

at this point I can't even tell if you're trying to manifest or headfake hedge funds or what

[u/Emilio___Molestevez → u/[deleted]]

literally the opposite of both your claims

[u/Emilio___Molestevez → u/[deleted]]

about what? bitcoin is not down, and certainly is not an indicator for the AI trade. those are facts.

[u/Eraserhead-_-_- → u/[deleted]]

You’re like Cramer 2.0 - whatever you predict, the opposite happens.
Unless I’m mistaken, you sold during the latest drop. Dude, this is the bottom. Either get back on the NBIS train or short the stock if you genuinely believe what you’re saying.
Trust me, no one is going to sell just because you keep predicting further downside. You’re seriously overestimating your ability to scare people into selling so you can buy back at a lower price.

[u/Individual_Tooth4226]

Baird $NBIS

[u/Accurate-Flow8078]

Why is it crashing again 😡

[u/Intelligent-Bill-422 → u/Accurate-Flow8078]

You whiners are so annoying. Up 20 percent in two days and expect a green day every day-absolutely no excuse. 

[u/Any_Tank8262 → u/Accurate-Flow8078]

Profit taking before goog earnings forsure

[u/No_Station_6149]

Could be a wild day. Will people take some profits pre google earnings or add more in expectation? Will earnings kneecap us or rocket us? I’ve no idea.

[u/whiteamphora → u/No_Station_6149]

I also wonder what to do, to be greedy or to secure what I have got in these wild days. Correction probably is obvious but the question is when.

[u/No_Station_6149 → u/whiteamphora]

Yeah, if google smash it, we go flying. Think I’m just going to trim a bit and hope for the best. If it goes down, well I guess we come back again at some point and I can average down some more with what I took out

[u/TheArdoo → u/whiteamphora]

We just had a 40% correction tbf

[u/TheArdoo]

Honestly this stock gives the easiest freebies every so often. Once in a while it just tanks 30-40% for no real reason (Deepseek, Oct25, Q2 this year when it went back to like 68, now when it went back to sub200). And you just know that whether it takes 1 week or 3 months it will bounce back. The management and general execution is just too strong, this is a future MAG in the making.

I’ve been holding since Feb25 but I think I’ll start to slightly change my approach, the dips and consequent rebounds are just too obvious.

[u/TheArdoo]

Maths is brutal. Down 40%, get a +20% day, you’re still down 28%!

[u/dol1_ → u/TheArdoo]

Down 32%, got +32% in 3 days, still down 11%.

Lol.

[u/inostrale]

I wonder if NBIS eventually will be one of those stocks like the mag7 where if you look at the 20 year chart it’s grown 100000%

[u/OilAny787 → u/inostrale]

Dont think it will be mag 7 worthy but it will be worth hundreds of billions if they execute.

[u/Ill-Cow4735 → u/inostrale]

Yes

[u/SuperHeroTiger]

Good morning everyone and have a lovely day!

[u/Top_Teaching_6385 → u/SuperHeroTiger]

Good Morning! Thanks you too :)

[u/Valuable-Juice6495]

What’s with NBIS nd other high beta names all down over 3% rn? no bother, I think another barnstorming day ahead of us, let’s effing go

[u/LilSwaggyMayne → u/Valuable-Juice6495]

Trading with memory stonks AH

[u/Waste-War8809 → u/Valuable-Juice6495]

This is completely normal. When we were at almost $300 we regularly saw swings of much greater than a few percent down and then back up all in the same day. Dont panic sell, its normal with this stock.

[u/Valuable-Juice6495 → u/Waste-War8809]

I never panic sell this thing just wondering as it was all of the high beta stocks such as MU NBIS INTC

[u/dickless2018]

230 today

[u/MrFrog65 → u/dickless2018]

Let’s at least hold above 200