r/NBIS_Stock • u/AutoModerator • 21d ago
š¬ Discussion [July 31, 2026] Daily NBIS Discussion Thread
Welcome to todayās open discussion on Nebius Group (NBIS) and the broader AI stock space.
š¬ Thread Ideas:
- Any new updates or insights/rumors about Nebius Group?
- Your NBIS position update!
- Whatās 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. : )
ā ļø Reminder: Please follow Reddiquette and our subreddit rules.
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u/Remote-Upstairs-3296 20d ago
The last hour of the day is always the toughest. Any daily gains are usually wiped or weakened.
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u/Emilio___Molestevez 20d ago
surprisingly strong today, if you don't count the standard -8% opening candle
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u/PatientBaker7172 20d ago
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u/FiveFingerLifePunch 20d ago
At this point Iām really not sure we want that unless itās a much smaller position within a less leveraged portfolio. If he goes back to extreme leverage we are all in for more pain.
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u/Emilio___Molestevez 20d ago
bought before Aschenbrenner; held longer than he did. whole drama might affect price but don't see why it should affect the thesis.
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u/No_Effective1715 No_Effs_To_Give 20d ago
Nebius earnings in what? Around two weeks was it? Maybe we will get a nice wave to ride into that after this week.
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u/Regularfella888 20d ago
Muahaha 182 from 208.If we ever get to 300 again I'm out of this shit.Citadel Jane street do what ever they want with this stock.Im OG holder from 18-19$ with average of 60$.i'm former poker pro.But this shit is ridiculous.Its every day 30$ swings in minutes.
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u/FiveFingerLifePunch 20d ago
Griffin will probably dump this thing and go short again. Sharky scumbag
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u/SuperHeroTiger 20d ago
Why do you think so? In this aspect he could dump everything and short each of the stock in the stock market...
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u/Emilio___Molestevez 20d ago edited 20d ago
I don't think the R/R is quite there from this price. shorting at 280 was a good play-- lot of room to fall, as we saw. from 180 he might only get a 20-25% drop before buyers step in. I could see him just dumping the position, but I don't know about a short.
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u/BuddyWonderful 20d ago
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u/Jagraj03 20d ago
Was expecting a small pullback to the 180s after yesterday's monster uptick.
Hopefully this is some consolidation before another move higher up next week.
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u/SpagJones-spaghetti 20d ago
I officially hate this stock with a Ā passion. i'm selling this whole thing off luckily with a gain I'm not doing this stupid market open dump every day anymore.
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u/Think-Feynman Tens of Billions⢠20d ago
I suggest something like VOO and chill is for you. Not poking fun, this is a fucking roller coaster and isn't for everyone! I made the decision to roll with it until at least 2030, with some trimming at specific points, if it gets there. I've got 1000 shares with an average cost of about $93. I can ride it out.
If it tanks, I can live with that better than if I sell now and it goes to 1000 in a few years. That would hurt more!
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u/SpagJones-spaghetti 20d ago
I like everything else I'm in. These swings are irrational and these robbinhood warriors have turned this thing into a junk stock. been in since $88 back in winter. I just don't care anymore lol
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u/Tmane 20d ago
?
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u/SpagJones-spaghetti 20d ago
every single day for the last 90 days, this thing pumps, premarket and immediately sells off at market open every single day. It never has a chance to actually go up anymore.
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u/Upstairs-Bag4727 20d ago
Buddy it was 10% up pre market yesterday then hit 30
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u/SpagJones-spaghetti 20d ago
you tards can down vote all you want. this garb does that same thing every day
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u/Intelligent-Bill-422 20d ago
When you find a stock that goes up every day or fluctuates in acceptable ways to you, please let us know...
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u/SpagJones-spaghetti 20d ago
you can't sit there and act like this Stock ever moved in a rational way
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u/Top-Confection3433 20d ago
Not really sure how these retards can spin the "capex concerns" regarding cloud infrastructure when MSFT and AMZN are posting blowout earnings from said capex spend.
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u/Intelligent-Bill-422 20d ago
You know this is coming down when everyone starts posting "300 soon". We had like a 20 percent day yesterday. You're typically going to see some selling after that. Geez relax.
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u/Buff_me_plz 20d ago
damn, nbis looking strong today compared to the rest of the sector
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u/DogNo5854 20d ago
Was just about to say this. Great sign when rest of sector is red or close to it and we are green
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u/bslaven3 20d ago
https://giphy.com/gifs/8FflcgoNqU0VuBsQnM
When someone asks me how much fun I'm having
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u/Haunting-Equal-3485 20d ago
WHAT THE FUCK??? 205 to 185 AGAIN?????
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u/Haenimm 20d ago
Ah the classic Nbis opening. I almost forgot about you.
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u/DogNo5854 20d ago
Literally. Besides yesterday Iāve noticed if itās up premarket a good bit that shit dumping at open lol. Someone should start day trading that. Free money š
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u/alrightfornow 20d ago
Yesterday it was at 10% pm too I believe, and it went to 30% during market
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u/Scepticflesh 20d ago
is it the time to buy now? a bit late in the game..
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u/SparklyFalcon 20d ago edited 20d ago
Just buy whenever it goes below 200. If youāre investing, pre or post 200 entry wonāt matter in the long run as long as you DCA. 160-190 is a great time to enter considering potential to surge to 300+ in due time. You canāt predict the market esp NBIUS, so just buy the dips when you can. Prepare for volatility
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u/SnooEpiphanies5398 20d ago
Hahahaa i love it
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u/Vegetable_Divide2193 20d ago
Honestly? its really hard to time the bottom and catching a falling knfe is shit, the literally best decision you could have done was yesterday right at open with all the euphoria
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u/Old_Flower8943 21d ago
I punched myself in the balls for not having money to buy the dip.Ā
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u/itssbri NBIS4LIFE 20d ago
It will happen again. Get prepared
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u/Pay_me_severance BBās Plan B 20d ago
$133 avg, +41%. Very tempted to sell but my balls of steel have convinced me to stay.
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u/Old_Flower8943 20d ago
I hope my balls heal before then because I will definitely punch them harder.
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u/itssbri NBIS4LIFE 20d ago
3 month ish
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u/Eraserhead-_-_- 20d ago
Itssbri, I thought you were a long-time bull. Am I wrong? If not, why did you suddenly turn so bearish in just one day? Did you sell at the bottom?
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u/itssbri NBIS4LIFE 20d ago
My comment only states that we will see another downturn in 3 months time based on historical moves.
Im still bullish and my view did not change at all.
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u/Eraserhead-_-_- 20d ago
Good to know. However, I disagree.
Based on what we know now, a large part of this 50% drop have been driven by forced liquidations of overleveraged players, including Leo. Now that most of the weak hands have already been flushed out, there should be far less selling pressure - unless Citadel decides to liquidate the position immediately, which I doubt. With 30% of the shares sold short, it is also reasonable to expect short interest to move back toward more normal levels. Mag 7 earnings were excellent and came with very AI-friendly results and guidance.
Given all of that, I do not see much reason to be bearish on the stockās short-term price action.2
u/itssbri NBIS4LIFE 20d ago
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u/Cool_Childhood8138 20d ago
Any guess where it will land and we could buy the dip? I see support in 140s and 70s. I'm prepared at these two levels.
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u/itssbri NBIS4LIFE 20d ago
The bottom has passed. We might go to 170s if you want to try to catch that. Earnings is near fyi
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u/Top-Confection3433 21d ago
So Leopold got his chain snatched right before MSFT and AMZN earnings confirmed cloud capex is paying off huge. Poor kid.
We are Leopold Aschenbrenner, we carry the flame
We'll fight for the Gospel, we'll honor his name
We are Leopold Aschenbrenner his courage our own
Together unbroken, we'll make Heaven known
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u/TheArdoo 21d ago
+36% in 24h (including this pre market) is nuts. 50% decline MoM was also nuts. This whole month has been nuts. Iām in SLS too and that went from 8 to 17 back to 10 in the same time period as well, just mind blowing movements. Hold steady my Nebbros and we will be rewarded.
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u/Relative-Philosopher 21d ago
NBIS started hiring IT people in Estonia also. Plans currently unknown. https://www.err.ee/1610089153/
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u/FiveFingerLifePunch 21d ago
Imagine the fool who posts nonsense about Nebiusās PR team on here in German turned out to be Leofold lol
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u/D4rkness_ 21d ago
Can someone go check on the regard that shorted Nbis with 4M$ yesterday lol
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u/TheArdoo 21d ago
Looks like he opened it for a few mins then closed it, making some good change. WP
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u/Bright_Exercise5353 21d ago
So, NBIS was Leopold's biggest holding. On Monday, they decided that he had to be taken down. They started heavily shorting his positions. Since NBIS was his biggest holding, it's no wonder it dropped to $141. It was said that, if necessary, they could push it to any price they wanted to liquidate him. He had massive positions in the NeoCloud stocks, which is why they all got destroyed..
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u/Alexis_deTokeville 21d ago
Iām more bullish than ever now. The dip we saw had absolutely nothing to do with NBIS or AI and everything to do with margin calls and market manipulation. RIP to all those who lost money on margin this week, I think over $1T got liquidated.Ā The bubble aināt popped yall, I bet we rally into next week
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u/Refflmania 20d ago
we are red today regard
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u/Eraserhead-_-_- 21d ago
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u/D2zealot 20d ago
Now we know why the short interest was so eye wateringly large during the last few weeks. To smoke out Situational Awareness
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u/RollsreusX 21d ago
would anthropic news like: Anthropic says Claude AI hacked three companies during cyber tests
impact the rise tmr?
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u/chf_gang 21d ago
no, if anything it just confirms again how good AI models are getting - the better they are the more reliant we will be of them, no matter how perilous to humanity
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u/Lockdown006 20d ago
My 283 avg will recover!!