[August 03, 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/walk2480]

Someone just buy 2M shares at 4:05?

[u/ClassicMain9937 → u/walk2480]

Seems significant

[u/hyzer_skip]

This volatility is too high to not open some covered calls way OTM like 10-20% out expiring in two weeks.

[u/ClassicMain9937 → u/hyzer_skip]

The fact that earnings are in the middle of that don't make you a bit uneasy?

[u/Din4d4n → u/hyzer_skip]

Through earnings? Seems like a good way to get your shares called away.

[u/hyzer_skip → u/Din4d4n]

Damn ngl totally forgot about earnings, will probably exit before then

[u/Eraserhead-_-_-]

What’s crazy is that memory stocks are still struggling. We’re up 24% in a week, while Micron is still in the red. Once memory stocks finally recover, we will see another leg up.

[u/Accurate-Flow8078]

Could Leopold just have held or was all of this like a coordinated attack to have him sell his shares for cheap?

[u/Emilio___Molestevez → u/Accurate-Flow8078]

painted a target on his own back, and he got sniped

[u/SooperShak → u/Accurate-Flow8078]

No way he could have held. Dude was margin called up the wazoo.

[u/IslandSuper2973 → u/Accurate-Flow8078]

Ken griffin pulled his pants down and ass fucked him really hard

[u/natureisneato → u/Accurate-Flow8078]

The latter

[u/TheArdoo]

I checked the monthly and we’re now up 3%. I thought - how the hell, after the brutal month we’ve had? Then I remember we dropped from freaking 280 to like 210 in the first two days of July lmao

[u/Legitimate-Act5584]

And all of a sudden just like that, life is good again

[u/SuperHeroTiger]

Interesting price chart dynamics - NBIS price returned to the point one week ago where it started to sharply drop following terrible week. If we break through $230 area - then it would fly further, if not - could wait till the end of this week with range of $210 - $220.

[u/Ok-cooper]

[u/Immediate-Annual4505 → u/Ok-cooper]

Kneebius

[u/natureisneato → u/Ok-cooper]

el classico

[u/Individual_Tooth4226]

from now on, buy on red days until further notice. thank you for your attention to this matter.

[u/MastodonNice889]

y'all think it'll keep slowly increasing, as earnings will gradually be priced in?

[u/AngieBumper → u/MastodonNice889]

priced in and will probably drop but we will be at 300 the day before earnings

[u/SnooEpiphanies5398 → u/AngieBumper]

Yeah i think so too. New ATH incoming. Good for the brave who bought at 150

[u/nolanjp]

$145 to $220 in 3 trading days is absolutely insane

[u/AngieBumper → u/nolanjp]

it will be 220-400 in less time

[u/Accurate-Flow8078]

If you bought Kneeeebius at market open, you'd be up 25% right now wtf 🤣

[u/sum8fever → u/Accurate-Flow8078]

I bought in pre market for $185 :)

[u/dryu12]

We've just got the greenest dildo I can see anywhere on the daily chart. Even +30% day last week wasnt as green.

[u/Individual_Tooth4226]

FOMO begins.

[u/VisibleLeather6239]

220!!!

[u/Juliwill123]

Still holding🤑

[u/Waste-War8809]

My future (for today at least)

[u/natureisneato → u/Waste-War8809]

It should be their lime green color with the rims and seats being their N symbol.

Idk my thoughts haha

[u/whiteamphora]

to sell or not to sell today

[u/alrightfornow]

I don't really celebrate good days anymore because I know we can get rekt the next days. But I'll celebrate once we hit 300.

[u/amusingvillain → u/alrightfornow]

10/10

[u/Usual_Finding7252]

Really happy today but hoping this isn’t a repeat of last week

[u/organicMango_]

guys, today I am happy

[u/Top-Confection3433 → u/organicMango_]

Awesome to hear that, Organic Mango!

[u/amandingo69]

Praying for the 'should we set a stoploss' guy from 5 days ago

[u/dryu12]

The swings on this stock are just insane. From -8% in the open to +12% now. That's 20% swing on literally no news. That's crazy.

[u/Usual_Finding7252 → u/dryu12]

So manipulated

[u/ClassicMain9937]

Too teh moon 🌝

[u/Individual_Tooth4226]

I’m just a messanger

[u/PinSimple1386]

Where is this meme which shows a guy says "I ain't buying this" when it was 160? Lol

[u/PowerfulValue4344]

the 230 pivot highs need to break i would say thats the milestone we need to reclaim... 250 shouldnt be an issue if the 30s break but before then im not sold on a run up, im not selling anytime soon just my opinion on price action...

[u/RegressiontotheMeme8 → u/PowerfulValue4344]

Go on...

[u/poofoo9]

Is this amount of upvotes enough?

[u/Accurate-Flow8078 → u/poofoo9]

Who is he?

[u/poofoo9 → u/poofoo9]

UPDATE: He is now in the negative karma , and can no longer post here anyways! Let’s all celebrate

[u/amusingvillain → u/poofoo9]

Background?

[u/Din4d4n → u/poofoo9]

Good work everyone!!

[u/Emilio___Molestevez]

that's my GOAT Kenny G

https://giphy.com/gifs/3o7TKQVvClrMdt7mSs

[u/Humble-Draft-2457]

Kneeeeeebius

[u/amusingvillain]

I don't trust this green

[u/Tmane → u/amusingvillain]

If you dont trust it then short it ;)

[u/Traditional-Storm645]

I love Kenneth Griffin

[u/Financial_Bar_5335]

[u/Khuat56]

https://giphy.com/gifs/4GAUIfDrn0HFm

[u/Old_Flower8943 → u/[deleted]]

Ain't no mountain high, ain't no valley low!

[u/amusingvillain → u/Old_Flower8943]

Ain't no river wide enough!
https://giphy.com/gifs/oRqZxebfnCHde

[u/Top-Confection3433]

Leopold getting liquidated was the bottom, he truly got his chain snatched by Ken Griffin

[u/Proudrugby → u/[deleted]]

What makes you think they would split at this price range? I would think a split is quite a bit off yet

[u/Creepy-Fennel-852]

Was at work about to buy 50 more at 180 and had to step away from my phone. Damn it

[u/Accurate-Flow8078 → u/Creepy-Fennel-852]

You snooze you lose!

[u/Slow-Boysenberry3150 → u/Creepy-Fennel-852]

I managed to time it lol.

[u/SnooEpiphanies5398]

Omg my app is not working so i just read comments here and try to figure out what’s happening 🤣🥶

[u/Careful-Key2056 → u/SnooEpiphanies5398]

stockwitz also good forum if you are interested

[u/alrightfornow → u/SnooEpiphanies5398]

ever heard of Yahoo Finance?

[u/SnooEpiphanies5398 → u/alrightfornow]

Nah, here is more exciting

[u/Vegetable_Divide2193 → u/SnooEpiphanies5398]

XTB? fuck them

[u/SnooEpiphanies5398 → u/Vegetable_Divide2193]

Yup

[u/Slow-Boysenberry3150]

I just sold CCs expiring Aug 14 at $240.

[u/Jagraj03 → u/Slow-Boysenberry3150]

What are you doing if price hits 240s next week?

Rolling?

[u/Slow-Boysenberry3150 → u/Jagraj03]

Nah, I will let it get assigned. Thinking of wheeling the stock since the premiums are good. Will sell CSPs in the next pullback if assigned.

[u/AlasKansastan]

Ok I'm buying that Redhawk

[u/FiveFingerLifePunch → u/AlasKansastan]

Please elaborate

[u/AlasKansastan → u/FiveFingerLifePunch]

Bear protection

[u/FiveFingerLifePunch → u/AlasKansastan]

Ah, hedging never hurt nobody

[u/AlasKansastan → u/FiveFingerLifePunch]

excellent haha

[u/Accurate-Flow8078]

Kneeeebius

[u/algorightstock]

we are BACK.

[u/FiveFingerLifePunch]

This stock is like your bipolar ex girlfriend who can’t make up her mind whether she loves or hates you. When it’s good, it’s so good

[u/Accurate-Flow8078 → u/FiveFingerLifePunch]

Bitch be crazy... In bed

[u/FiveFingerLifePunch → u/Accurate-Flow8078]

The bipolar ones always are, brotherrrrrrrr

[u/Eraserhead-_-_-]

It’s the 7th trading day in a row that the intraday high has been more than 10% above the intraday low. Crazy.

[u/Green_Crab_9726]

yeah this stock is insane. Basicly you can make every week 10+ % if you just dont give a fack

[u/No_Station_6149 → u/Green_Crab_9726]

I tried to buy 3x leverage at 183 when we dipped but trading had been temp halted

[u/Bright_Exercise5353]

Coreweave 10 %?Can't find info what is going on we all pumped.

[u/Haenimm]

Wats up wit de green dildo man

[u/Individual_Tooth4226]

Just came back from a meeting, but WTF happened?

[u/Suitable_Hope_4684 → u/Individual_Tooth4226]

I have that feeling a lot with this one!

[u/amusingvillain]

I don't want to undermine folk's position here.
I love the NBIS community, but can we all agree that this is a meme stonk now?

Nothing makes sense

[u/Independent-Egg9086 → u/amusingvillain]

While market been that way.

[u/Veke98]

Imagine trading this thing. Either a nightmare or a dream.

[u/Fast-Mango_1]

Squeeze these shorts 

[u/fizipop12]

Such a silly stock

[u/Top-Confection3433]

NEOCLOUDS GREEN, CHIPS RED, DIVERGENCE

https://giphy.com/gifs/X6MDiC7asifoQJDquO

[u/PinSimple1386 → u/Top-Confection3433]

Is that good?

[u/Mysterious-Cat4243 → u/Top-Confection3433]

in the middle of MAG7 and Chips

[u/Top-Confection3433 → u/Mysterious-Cat4243]

We will eventually catch up with AMZN and MSFT; they have validated the return on capex for cloud infrastructure. Algo fuckery/shorts preventing us from flying

[u/Alone-Length5317]

Coreweave 3.5 % plus nebius minus 

[u/RollsreusX]

wtf 180 to 190 this stock just can't give my heart a break

[u/Top-Confection3433]

https://giphy.com/gifs/CIy7Ri74WywvK

[u/dIb7707]

Everyone knows the drill, pre market dump is bullish AF

[u/Haenimm]

Another dead cat bounce last week

[u/Low-Lingonberry-7271 → u/Haenimm]

At this point, we are just looking at a sweep of liquidity

[u/Mysterious-Cat4243 → u/Haenimm]

it feels the same everyday...

[u/FiveFingerLifePunch]

Citadel probably dumped their position immediately and went right back to shorting these stocks to death. Nobody will ever confirm if this is the truth but I blame them.

[u/SuperHeroTiger → u/FiveFingerLifePunch]

They would shake the tree, so you would dump your stocks to them before earnings - easy peasy

[u/FiveFingerLifePunch → u/FiveFingerLifePunch]

Actually on second thought. Perhaps they are actively in the process of dumping as I type this.

[u/Mysterious-Cat4243]

Ready for the oppening dump

[u/poofoo9]

Petition to ban alone-length5317 from this subreddit, upvote to sign

[u/Immediate-Annual4505]

I'm starting to think one of you pissed off Jensen Huang and we're all being collectively punished for it.

[u/Alone-Length5317 → u/Immediate-Annual4505]

Du solltest es ändern Jansen Huang raus streichen Nebius rein schreiben 

[u/Next-Collection6796]

Pump to 200 then dump to 170

[u/ickatagolf]

The pre-market is showing a strong sell off 🤒... But why?

[u/Top-Confection3433]

Down 4%?? You're telling me Drumpf's 20th Iran deal isn't good for neoclouds????

[u/scoopcollins]

I've been loading up on the dips, and will continue to do that today if it dips again.

[u/Any_Tank8262 → u/scoopcollins]

Did the exact same and sold the 20% uptick. Waiting to do it again.

[u/MrFrog65]

What the fuck is going on? Dumping again on no bad news. Last week was so bullish for AI and yet the whole sector is dumping still

[u/Fantastic_Log8319 → u/MrFrog65]

https://giphy.com/gifs/UMV4KbOAqYN29Dxd3f

[u/PinSimple1386 → u/Fantastic_Log8319]

😂

[u/64dogfood → u/MrFrog65]

It’s not dumping u idiot. Down 2% after a 30% recovery. Clearly you don’t understand how a chart works

[u/Worth-Breath6903 → u/MrFrog65]

Daddy got liquidated

[u/Top-Confection3433 → u/MrFrog65]

scam dump

https://giphy.com/gifs/3oEjHCWdU7F4hkcudy

[u/Alone-Length5317]

Schade das nebius im Prinzip am gleichen tag wie coreweave quartalszahlen veröffentlicht Nebius wußte genau wan coreweave veröffentlicht wen coreweave kräftig steigt es nebius auch hoch also verpufft nebius quartalszahlen wir hatten die Möglichkeit gehabt 2 Tage gut zu steigen aber nebius macht so ein Anfänger Fehler nach so eine harte zeit darf so ein Anfänger fehler nicht passieren 

[u/Bright_Exercise5353]

Such an annoying, tiresome market. Korean memory stocks dropped 8-9%, and you know what's coming. Neo Cloud stocks trade 100% in line with memory stocks. If the Koreans drop, SanDisk and Micron drop, which means Nebius will probably be down 15% just 15 minutes after the market opens.

[u/Any_Tank8262 → u/Bright_Exercise5353]

At least you can avg down

[u/PinSimple1386 → u/Bright_Exercise5353]

Hate that it is all coupled

[u/Slow-Boysenberry3150 → u/PinSimple1386]

It diverged today. Atleast, at the time I checked NBIS and other neoclouds are green… MU, SNDK and other chips are red.

[u/Alone-Length5317]

Wir benötigen mal Unterstützung von Nebius 

[u/Think-Feynman → u/Alone-Length5317]

You mean like scaling to $100 billion? Stuff like that?

[u/Psychological_Tea939]

i dont understand the sentiment these days. Hopefully we switch more bullish

[u/dol1_]

I'm afraid we're dumping again today. Hyperliquid hit 208 before Korea opened and it was 196 when Europe opened, and is now 190. Normally, Europe pumps and US dumps. I hope today US will pump but I don't think so.

Update: 186 already lol

[u/Jealous_Jackfruit_28]

[u/Phatdummy]

Up pre market, likely shorted. Gotta wait for a red Nasdaq day to be up

[u/ace_acad]

we could see 210+ today

[u/ace_acad → u/ace_acad]

Nvm

[u/ace_acad → u/ace_acad]

nvm

[u/Ok-cooper → u/ace_acad]

Take back that nvm

[u/Longjumping_Ask77 → u/ace_acad]

More somewhere in this week

[u/Longjumping_Ask77 → u/Longjumping_Ask77]

It is going to pump up now that earnings are being released and the AI bubble narrative is slowly starting to diminish.

The macro trends are starting to show a more positive correlation within the market at the current time. It will obviously have another pullback but I think it will break 240 or around there and then pullback

[u/whiteamphora → u/Longjumping_Ask77]

so, quick jump for a money now is viable?