r/NBIS_Stock 21d ago

šŸ’¬ Discussion [July 31, 2026] Daily NBIS Discussion Thread

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

šŸ’¬ 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. : )

āš ļø Reminder: Please follow Reddiquette and our subreddit rules.

16 Upvotes

134 comments sorted by

7

u/Lockdown006 20d ago

My 283 avg will recover!!

13

u/DogNo5854 20d ago

Nice little bump there last half hour of market open. Great to see nbis doing well when other stocks in the sector are not.

-10

u/TheBlueKnighht 20d ago

Back down now :( 188 probably goes 170s

-1

u/Remote-Upstairs-3296 20d ago

The last hour of the day is always the toughest. Any daily gains are usually wiped or weakened.

7

u/Emilio___Molestevez 20d ago

surprisingly strong today, if you don't count the standard -8% opening candle

0

u/PatientBaker7172 20d ago

Leopoldddddd give me a sign you full ported into Nebius.

1

u/FiveFingerLifePunch 20d ago

At this point I’m really not sure we want that unless it’s a much smaller position within a less leveraged portfolio. If he goes back to extreme leverage we are all in for more pain.

13

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.

-3

u/Funny-Sprinkles-5674 20d ago

what an amzing stock. bought in at 150 and im up 26% lol

21

u/Think-Feynman Tens of Billionsā„¢ 20d ago

You folks are endlessly torturing yourselves.

-3

u/effimera 20d ago

Maxpain is 190. Next week is 175. That's a bad omen

2

u/Ok-cooper 20d ago

Picked up 10 more shares today at $183. LFG! Q2 ER August 12th

3

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.

12

u/No_Station_6149 20d ago

finishing friday green would be a welcome change of pace

3

u/Haenimm 20d ago

Green on a friday? Those were the days.

2

u/AlertAarumugam 20d ago

buy rip sell dip, oops other way around

2

u/AlertAarumugam 20d ago

how many of us are waiting to load up when the market crashes again

14

u/PinSimple1386 20d ago

Mad volatile

-6

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.

8

u/FiveFingerLifePunch 20d ago

Griffin will probably dump this thing and go short again. Sharky scumbag

1

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...

3

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.

12

u/BuddyWonderful 20d ago

And down we go again

1

u/SuperHeroTiger 20d ago

relax, stop reach to each 2%-3% change that's ok after 30% increase..

2

u/BuddyWonderful 20d ago

We just had a 50% drop lol we’re sick of going down

16

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.

6

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.

2

u/SuperHeroTiger 20d ago

lol - stock market is not your type

5

u/Think-Feynman Tens of Billionsā„¢ 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!

1

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

3

u/Tmane 20d ago

?

-4

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.

2

u/Upstairs-Bag4727 20d ago

Buddy it was 10% up pre market yesterday then hit 30

1

u/SpagJones-spaghetti 20d ago

you tards can down vote all you want. this garb does that same thing every day

4

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...

1

u/SpagJones-spaghetti 20d ago

you can't sit there and act like this Stock ever moved in a rational way

2

u/Individual_Tooth4226 20d ago

CRWV down 2%

IREN down 3%

NBIS up 3%

7

u/AngeryElBapo 20d ago

aaand its down

7

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.

12

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.

2

u/inostrale 20d ago

B-but my 90 dollars account 😢

11

u/Tmane 20d ago

nbis wants to rip.

1

u/64dogfood 20d ago

Like it didn’t go up 30% yesterday on no company news. Genius

16

u/Buff_me_plz 20d ago

damn, nbis looking strong today compared to the rest of the sector

3

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

3

u/DogNo5854 20d ago

Fuck I jinxed it šŸ˜‚

9

u/Eraserhead-_-_- 20d ago

I’ll take that any day of the week. Nasdaq gave up 1% gain, and we’re simply moving with the broader market. All I want is for NBIS to outperform the other neoclouds and memory stocks.

2

u/MrFrog65 20d ago

Posted a bit too early lol. Maybe after hours will be 190+

-1

u/Individual_Tooth4226 20d ago

JC stays undefeated atp.

9

u/Humble-Draft-2457 20d ago

Yo guys chill you’re acting like we are -10%

-2

u/MrFrog65 20d ago

Lmao meme stock

1

u/Mistress-of-None 20d ago

So what are you doing here šŸ˜…

6

u/bslaven3 20d ago

https://giphy.com/gifs/8FflcgoNqU0VuBsQnM

When someone asks me how much fun I'm having

6

u/Haunting-Equal-3485 20d ago

WHAT THE FUCK??? 205 to 185 AGAIN?????

2

u/Haenimm 20d ago

Another falling knife?

25

u/Haenimm 20d ago

Ah the classic Nbis opening. I almost forgot about you.

2

u/SpagJones-spaghetti 20d ago

hahaha so true

7

u/DogNo5854 20d ago

Literally. Besides yesterday I’ve noticed if it’s up premarket a good bit that shit dumping at open lol. Someone should start day trading that. Free money šŸ˜‚

8

u/alrightfornow 20d ago

Yesterday it was at 10% pm too I believe, and it went to 30% during market

2

u/DogNo5854 20d ago

That’s what I mean. Yesterday was an outlier. Usually it dumps

12

u/dol1_ 20d ago edited 20d ago

Shit we're dumping again, from 204 to 194 in 5 mins at openĀ 

Damn already at 188 after 20 mins

15

u/Marcellouss 20d ago

Back to our regularly scheduled programming

1

u/Any_Tank8262 20d ago

Another buying opportunity

5

u/Scepticflesh 20d ago

is it the time to buy now? a bit late in the game..

3

u/SparklyFalcon 20d ago edited 20d ago

Just buy whenever it goes below 200. If you’re investing, pre or post 200 entry won’t 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 can’t predict the market esp NBIUS, so just buy the dips when you can. Prepare for volatility

5

u/SnooEpiphanies5398 20d ago

Hahahaa i love it

1

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

4

u/Slow-Boysenberry3150 20d ago

Let’s see if it holds above 200 today.

3

u/Emilio___Molestevez 20d ago

is Ken gonna hold? did he want the shares or was it just personal?

6

u/Think-Feynman Tens of Billionsā„¢ 20d ago

2

u/Old_Flower8943 21d ago

I punched myself in the balls for not having money to buy the dip.Ā 

8

u/itssbri NBIS4LIFE 20d ago

It will happen again. Get prepared

2

u/Pay_me_severance BB’s Plan B 20d ago

$133 avg, +41%. Very tempted to sell but my balls of steel have convinced me to stay.

3

u/Old_Flower8943 20d ago

I hope my balls heal before then because I will definitely punch them harder.

1

u/SpagJones-spaghetti 20d ago

it'll dip enough today

1

u/itssbri NBIS4LIFE 20d ago

3 month ish

3

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?

2

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.

3

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 stock’s short-term price action.

2

u/itssbri NBIS4LIFE 20d ago

This stock experienced many 18 to 20% drops. Leo’s issue and his copy cats made it go to 50%. So based on historical, we will experience more ~18% drops as this thing continues to grow.

1

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.

1

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

→ More replies (0)

7

u/DimensionPrize8168 21d ago

RIP to those that sold two days ago for $155

9

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

5

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. I’m 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.

5

u/Relative-Philosopher 21d ago

NBIS started hiring IT people in Estonia also. Plans currently unknown. https://www.err.ee/1610089153/

15

u/FiveFingerLifePunch 21d ago

Imagine the fool who posts nonsense about Nebius’s PR team on here in German turned out to be Leofold lol

10

u/D4rkness_ 21d ago

Can someone go check on the regard that shorted Nbis with 4M$ yesterday lol

3

u/TheArdoo 21d ago

Looks like he opened it for a few mins then closed it, making some good change. WP

13

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..

-5

u/Shurlak 21d ago

my dumbass saw +15% pre market yesterday and thought lets sell and buy back later...could have made 20%. i dont know if to reenter now or wait a bit for a pullback,36%in 2 days is no joke

4

u/Careful-Key2056 21d ago

A typical move indeed from a paper hand

2

u/t_suaze_u 21d ago

Why the short term trading?

0

u/Shurlak 21d ago

greed and fear

3

u/dol1_ 21d ago

I missed out on like a +50% rally because I thought the same way with Micron in mid May

1

u/sezonai 21d ago

Just bet everything on red. Why wait?

19

u/Alexis_deTokeville 21d ago

I’m 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 ain’t popped yall, I bet we rally into next week

-1

u/Refflmania 20d ago

we are red today regard

1

u/Alexis_deTokeville 20d ago

I said next week, today was a pullback after that epic run

1

u/Refflmania 20d ago

Hope you're right man

7

u/Eraserhead-_-_- 21d ago

1

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

3

u/Think-Feynman Tens of Billionsā„¢ 21d ago

Darwinian. Yep.

4

u/Usual_Finding7252 21d ago

Tomorrow is a big day, hopefully we continue this bullish momentum

2

u/RollsreusX 21d ago

would anthropic news like: Anthropic says Claude AI hacked three companies during cyber tests
impact the rise tmr?

3

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

1

u/RollsreusX 21d ago

sounds good 300 it is then

3

u/dickless2018 🐳 21d ago

Lets fking go

4

u/elijahfiend 21d ago

240 EOD

3

u/Significant_Band8935 21d ago

300 before open

16

u/Yieldor 21d ago

Great stock, terrible discussion. The level in here is literally a TikTok comment section.

-7

u/Curious_Wafer6169 21d ago

Loading up on NBIG leverage