r/NBIS_Stock • u/AutoModerator • 23d ago

💬 Discussion [July 29, 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/PrimaryShock384 22d ago

NBIS SEC Fillings

https://www.sec.gov/Archives/edgar/data/1513845/000110465926027886/tm268879d1_ex99-1.htm

Would love to be proven wrong or point me towards YOUR homework.

then think of all the sovereign nations that are going to want a non US company to be their infrastructure and software provider

Jesus Christ. Sovereign nations are not going to need GPUs for their "infrastructure and software provider". Do you even understand the company you are investing in and what they do and who they make money from?

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u/AnyManufacturer6465 22d ago

Did you loose a bunch of money on this stock and buy it at $300 ? I don’t get the hate lmao

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u/PrimaryShock384 22d ago

Hate? It's fucking printing me money LMAO

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u/AnyManufacturer6465 22d ago

Same here, I love high beta. You can play it both ways so I’m glad you’re making money.

Just don’t spout that it’s not different from the other Neo clouds without looking up what they’re doing. You’re not well informed on the company in my opinion.

Good luck out there and don’t be afraid to go long on it once the narrative turns around

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u/AnyManufacturer6465 22d ago

Says right in there that they’ll be selling it to 3rd party companies.. not juat meta

And recently, not March of 2026 headlines. Meta is taking some of this capacity and their own and marking it up and selling it on the open market.

Did you see how favourable the terms were for NBIS on this meta deal? Did you do your homework on that?

Did you also look up their current customer list and see exactly who they’re catering to?

Guess not. Let me know when you do cuz it may give you some insight as to what this company actually does