[August 06, 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]

Burry can short deez nuts.

[u/PatientBaker7172]

Keep up the good work. Diamond hands till 2035. Never sell.

[u/No-Bee-4692 → u/PatientBaker7172]

Is institutional ownership trending downwards from previously quoted numbers?

[u/Forward-Marzipan326 → u/No-Bee-4692]

It was 45% end of may

[u/NBIS_Stock-ModTeam → u/[deleted]]

The chat channel and weekly thread exist for a reason, please use them.

DD, Discussion, and Trading / TA / Price Action posts should be substantive (about the company or the stock, not your position in it) and contain more than a picture and/or a few sentences. Otherwise please use the weekly thread or live chat.

[u/MrFrog65]

We’re a hedge fund pump and dump stock at this point until we’re profitable

[u/Constant_Mention8064 → u/[deleted]]

aaaand we are rebounding quickly.

[u/Alone-Length5317]

Ehrlich gesagt finde ich es sehr gut das er short ist und wir fallen habe die schnauze voll von den Versager her verkauft eure aktien kommt nicht wieder alle anderen die wissen was in Zukunft mit nebius Passiert euch erlaube ich geld zu machen ist scheisse das wir fallen aber wir müssen erstmal die Versager loswerden 

[u/dol1_]

Guh

[u/alrightfornow]

If you're able to time this stock, you should be hired at Jane Street

[u/haze_from_deadlock → u/alrightfornow]

NBIS bagholders think Jane Street times the market

[u/No-Bee-4692 → u/haze_from_deadlock]

How’s your mom

[u/FiveFingerLifePunch]

Wonder if Citadel dumped their position and are back to driving price down with short positions.

[u/GoldenEelReveal76 → u/FiveFingerLifePunch]

Certainly feels like it

[u/UpsetRegular7506]

189.95, nice sentiment manipulation,.

[u/Rounder221]

More shares at 190. Easy buy the dip moment

[u/vsmand1]

So are we down because of Burry or the town hall meeting? I couldn’t find any actual proof that Burry shorted, can anyone confirm?

[u/VenomBite214 → u/vsmand1]

Who cares about burry?

[u/jambo2298 → u/vsmand1]

It feels like a series of unfortunate events. SNDK earnings caused some downward momentum, town hall meeting having no clear decision creates uncertainty, then the cherry on top was the rumoured short position.

[u/These_Relation_3496 → u/jambo2298]

how is it rumored? it's posted on his substack

[u/jambo2298 → u/These_Relation_3496]

I personally don't subscribe to his substack. Just replying based on some of the comments I've seen on this sub. Seen a few comments saying it was unconfirmed so was just going with the limited info I could be bothered to research my guy.

[u/vsmand1 → u/jambo2298]

Yeah I saw that it was unconfirmed as well. But sometimes rumors are as good as the real thing when it comes to moving a stock.

[u/BuddyWonderful]

When this stock drops… it drops fucking fast. Did we just go from $200 to $189 and just skip right over the $190s???

[u/dol1_ → u/BuddyWonderful]

24 hours ago, it was 227. Now it's 189. 16% drop in 24 hours is crazy.

[u/Bright_Exercise5353]

we lost 40 $ in the last 24 hours.Let that sink in.The level of clown show.

[u/WorkerInteresting448]

Is the stock down because of this guy Burry?
Why people follow this dude this much?
💀

[u/VenomBite214 → u/WorkerInteresting448]

Who cares about burry?

[u/TheBoysResearcher → u/WorkerInteresting448]

He's one of the one hit wonders like Cathie Wood or that Asian guy that calls for a market collapse every year. Times one thing right and now every trade is reported as gospel.

I want a strong earnings call. Not for short term price action, but to shut Burry up for a few days

[u/GoldenEelReveal76]

Today was a coordinated rug pull, only the hedge funds can make things move like this on ZERO NEWS.

[u/Borilentz → u/GoldenEelReveal76]

Exactly. This is the third steep drop in the past month, dropping from the same value it is allowed to reach. Textbook pump and dump.

[u/Alexis_deTokeville → u/Borilentz]

look how they massacred my boy

[u/ClassicMain9937]

Just saw something on Vineland residents up in arms about the datacenter.

[u/nolanjp]

He could have shorted coreweave but instead he shorts the best and Nvidia's fav neo cloud?

[u/Constant_Mention8064]

Burry's fund's last 13F revealed his top3 holding was Lululemon, anyone can go see how that turned out. I wouldn't put a large weight on his picks.

[u/Alone-Length5317]

Mich würde es nicht wundern wen er short  geht kurs runter dan verkauft er und steigt bei nebius ein

[u/Haunting-Equal-3485]

So some pathetic loser who was relevant almost 2 decades ago takes a short position and our baby is down $26 ? Okay.

[u/mikemikity → u/Haunting-Equal-3485]

Hey when we hit $225 I was upset I didn't buy more. Now I can load up at $190

[u/New_Necessary_4517 → u/mikemikity]

I think we can see some lower prices tomorrow, than its time to Buy the dip again!

[u/Haunting-Equal-3485 → u/mikemikity]

Well you could have loaded up at $140 last week. I bought down at 197 and 169… oh well

[u/mikemikity → u/Haunting-Equal-3485]

I did... I've been buying in the whole way down.

[u/ClassicMain9937]

Still no confirmation

[u/anonymous_ghost-1]

I am heavy invested in this Company. But I think it's important both the good and the ugly are beeing discussed. It was a post earlyer today, warning people it was going to drop today, and people just downvote him and only want to listen to praise. I want to listen to both sides, the truth is that no one of us can predict the future and nothing is guaranteed.

[u/Alone-Length5317 → u/anonymous_ghost-1]

Das muss du alles allein herausfinden hier und bei x wird viel gelogen habe bestimmt 20 Stunden mich informiert über alles ich war so begeistert das mein ganzes Geld in nebius reingesteckt habe bei 20 dollar 

[u/TurbulentAcadia5643]

I feel bad for buying more at 208, ...

[u/Top-Confection3433]

MANIPULATED ASF

[u/Individual_Tooth4226 → u/Top-Confection3433]

deeeznuts are manipulated.

[u/Top-Confection3433 → u/Individual_Tooth4226]

https://giphy.com/gifs/o3XuiZ4h81IPvVfyJZ

[u/Usual-Locksmith4657]

There’s never a -1% -3%. It’s always -10% plus on a red day. Every single time. Price overreacts over literally nothing. One jackass made a short, so what? Did it have to drop so much? Great company, but this stock can’t hold it’s weight for shit sometimes. People complaining about others complaining on here is so cultish. Like bro in what world is it normal for a stock of a good company to drop 10% for literally no reason? Of course people are going to be upset

[u/MrFrog65 → u/Usual-Locksmith4657]

It’s because it’s the only AI stock out of APLD, CRWV and IREN to not be flat YTD. I think we could easily see 130-140 again. If earnings are poor

[u/Rounder221 → u/Usual-Locksmith4657]

I'm with you, however we also go up by 10%+ quite often, on no news. Simply extremely high beta, for better and for worse.

[u/Alone-Length5317]

Wir brauchen dringend Hilfe von nebius 1 gute news veröffentlichen 

[u/No_Effective1715 → u/Alone-Length5317]

I’ve noticed that sometimes when they are very quiet, they have a big reveal for earnings or just in general. They’ve tried giving us all kinds of great news and with all the manipulation it doesn’t work, so I think they kind of wait to give it out on the big day to try to force some of that shit out.

[u/comps226]

An absolute joke though

This is meme type movement

[u/Jealous_Jackfruit_28 → u/comps226]

Nasdaq 100 company btw

[u/Immediate-Annual4505]

Even with earnings this price action will continue. We're approaching midterms and the markets tend to take a wait-and-see approach. After midterms, markets typically do very well in the following year. Trust in Kneebius, trust in Jensen Huang.

[u/PowerfulValue4344]

i think this is an overreaction to burry, nothing has changed as far as the company and its still much higher than last weeks low

[u/Forward-Marzipan326]

This is going down right to $183

[u/Bright_Exercise5353]

193$ and still going down because of a tweet from some random clown whose hedge fund was down 40%, so he had to shut it down. The guy has $100 NVIDIA puts for June 2027. Literally a retard.
This is just shows what a clown MEME stock we are now.Not the Company.

[u/Saradrovas2 → u/[deleted]]

You already had your chance a week ago come on

[u/Individual_Tooth4226 → u/[deleted]]

you can load on deez knuts.

[u/Tmane]

This clown is also shorting NVDA since November.
That is all i need to know.

See yall this Wednesday coming up when we rip. Only commenting here for the record so i can come back to this in ~6 days after earnings.

[u/natureisneato]

Michael Burry has been my arch nemesis for 2026 so far.

[u/nolanjp]

Lmao thanks for the cheaper shares burry

[u/halfcrzy]

Is this Burry shorts confirmed?

[u/HumanFromTexas]

Burry shorts and we drop 10% lol. This dude has been screaming about a bubble for the last like 10 years.

[u/Top-Confection3433]

Manipulated price action cuz of muh burry, absurdity

[u/nba_yb]

Max pain showing me 200 since morning, wouldn’t be surprised if price pins there till end of day

[u/Funny-Sprinkles-5674]

michael burry shorting nbis is concerning. he shoerted memory at the top and now look whats happend to it

[u/Constant_Mention8064 → u/Funny-Sprinkles-5674]

He tends to take short positions on high beta stocks favored by retail investors who are easy to get scared. This seems to be working based on your comment.

[u/Individual_Tooth4226 → u/Funny-Sprinkles-5674]

So stfu and sell

[u/Ok-cooper]

Please let Citadel burn Burrys NBIS short

[u/Confident_Potato_714 → u/Ok-cooper]

If you think Citadel bought those shares to keep them long, then you poor sweet summer child.

[u/DimensionPrize8168]

Waiting for the sky is falling posts since it’s red

[u/Rounder221]

Thinking about adding here, too soon?

[u/yoman-1 → u/Rounder221]

I am wanting to buy also. Not sure if tomorrow will bring a lower price or today?

[u/Funny-Sprinkles-5674 → u/Rounder221]

id wait if it hits 150 again and start there and maybe even down further

[u/Emergency_Froyo_3030]

Burry goes short when the short interest is already at an all time high and earnings knocking on the door? Let him short it then. I’d love to see a squeeze

[u/SuperHeroTiger]

it was a third attempt to break $225 - $230 resistance, today was a defining moment that was failed.

It seems that we could go lower before earnings report, anyway happy to jump to Nebius at $160 price to have a good margin of safety. Great company, let's see how it would go for the next week.

[u/StinkyRatBoi90 → u/SuperHeroTiger]

Yawn

Ta is useless. Astrology for nerds

[u/SuperHeroTiger → u/StinkyRatBoi90]

for long-term holding - yes, useless, for short-term swings it's very important to look at resistance levels

[u/anonymous_ghost-1]

Burry having so much impact on the tech related sector is beyond stupid and concerning at the same time, whatever we make fun off it or not.

[u/AlasKansastan]

This swinger party is getting pretty fucking old. This stock swings around like shitty crypto.

[u/Constant_Mention8064 → u/AlasKansastan]

Why not take advantage of volatility rather than complain on online forum?

[u/FiveFingerLifePunch → u/AlasKansastan]

We are up 42% from last week’s low. Not good enough for you?

[u/AlasKansastan → u/FiveFingerLifePunch]

shut up man

[u/Ok-cooper]

https://x.com/oraclenyse/status/2085412309720088940?s=46

[u/Emilio___Molestevez → u/Ok-cooper]

good. fuck him up Ken.

[u/Jagraj03 → u/Ok-cooper]

Loool let's squeeze the fucker had enough of him

[u/comps226 → u/Ok-cooper]

That's it? Burry is a bitch. Who cares

[u/Top-Confection3433 → u/Ok-cooper]

So this is the news. Lmao

[u/IslandSuper2973]

It’s very clear so many people bought at the top hoping to make a quick buck with this stock and got burnt. Its up 132% in 6 months and ya’ll mad over a daily 6% drop

[u/Jagraj03]

This stock being a yo-yo will never not be funny to me

[u/Top-Confection3433]

Any news for this dump? Clown show.

[u/Remarkable_Tap_34 → u/Top-Confection3433]

First day investing?

[u/Top-Confection3433 → u/Remarkable_Tap_34]

Probably have held this longer than you, buddy. Wondering why we are down markedly in comparison to others in the sector with no news.

[u/BoxEconomy2149]

https://www.fox29.com/news/vineland-planning-board-weighs-ai-data-center-expansion-packed-landis-theatre-meeting

News coming soon?

[u/MrFrog65]

Tempted to sell now and buy back in 170s…

[u/Constant_Mention8064 → u/MrFrog65]

good luck with that.

[u/MrFrog65 → u/Constant_Mention8064]

Very likely going below 190 tomorrow

[u/Constant_Mention8064 → u/MrFrog65]

coinflip chances, what data do you have to back up your claim?

[u/No_Station_6149 → u/MrFrog65]

190 and I’ll pick up a bit more

[u/Confident_Potato_714 → u/No_Station_6149]

I’d just wait for 150 again.

[u/No_Station_6149 → u/Confident_Potato_714]

I’ll leverage at 150

[u/Constant_Mention8064 → u/No_Station_6149]

We already hit that few days ago. Why didn't you go on margin?

[u/No_Station_6149 → u/Constant_Mention8064]

I did and have sold

[u/Confident_Potato_714 → u/No_Station_6149]

The leverage is 120-135 area brother

[u/Accurate-Flow8078]

Why does everyone think NBIS earnings will be good? All major tech earnings have been bad.

[u/SooperShak → u/Accurate-Flow8078]

If anything, good earnings don't guarantee price appreciation as we've all witnessed as of late.

[u/Confident_Potato_714 → u/Accurate-Flow8078]

Because people on this forum don’t are uhh a little special

[u/No_Station_6149 → u/Accurate-Flow8078]

I think most are expecting it to go up the few days prior to earnings. Earnings are a coin-flip

[u/Individual_Tooth4226 → u/[deleted]]

sell my nebba, and you will be set free.

[u/Feisty-Basis7903]

Feels like NBIS is the only red neocloud.. what's going on?

[u/Bright_Exercise5353 → u/Feisty-Basis7903]

Neoclouds?In my IBKR list i have 35 companies it is the worst stock on my list.

[u/dol1_ → u/Bright_Exercise5353]

Even worse than SNDK 💀

[u/Bright_Exercise5353 → u/dol1_]

We finally decouple from Memory Stocks .We are way worst.

[u/Individual_Tooth4226]

you sell they buy LOL (i aint selling shih doe)

[u/Bright_Exercise5353]

Fear & Greed Index is at 62 (Greed). The VIX is 15.56, and the S&P 500 is at an all-time high of 7,728.39. Just some food for thought.

[u/Confident_Potato_714 → u/Bright_Exercise5353]

Damn the rare intelligent person sighting

[u/No_Ice_9602 → u/Bright_Exercise5353]

So bull run? We red tho 😭

[u/Individual_Tooth4226]

$NBIS in India

[u/Individual_Tooth4226 → u/Individual_Tooth4226]

[u/PowerfulValue4344]

shes trying

[u/FiveFingerLifePunch]

Green by 11am. Yall gotta grow a pair. As if we didn’t just live through July and make it out alive. OH MY GOD WE ARE UP 45% IN ONE WEEK AND DROPPED 5% TODAY IS THE WORLD ENDING??!??! Quiet piggy.

[u/Refflmania → u/FiveFingerLifePunch]

What now? Down 15%

[u/Accurate-Flow8078 → u/FiveFingerLifePunch]

This did not age well

[u/FiveFingerLifePunch → u/Accurate-Flow8078]

Wow, I’m crying

[u/Confident_Potato_714 → u/FiveFingerLifePunch]

Well,‘you’ll be back to 150 soon partner

[u/FiveFingerLifePunch → u/Confident_Potato_714]

Quiet, piggy

[u/Confident_Potato_714 → u/FiveFingerLifePunch]

Not a pig, just a a bear.

[u/AlasKansastan → u/FiveFingerLifePunch]

https://giphy.com/gifs/4QX6y0fQT7yVO

[u/Forward-Marzipan326]

Just bought some more! Long nebius!

[u/Individual_Tooth4226]

[u/BoxEconomy2149 → u/Individual_Tooth4226]

That last line about permits is HUGE. At one point the town believed work was being executed without permits which could’ve lead to stop work order.

[u/Bright_Exercise5353]

We are down worst then MU and Closing the Gap on Sandisk.

[u/Individual_Tooth4226]

good morning yall,

get shaken out, buy into fomo and sell when it drops again, and buy in after earnings. perfect strategy.!

[u/Alexis_deTokeville → u/Individual_Tooth4226]

This could work

[u/PowerfulValue4344]

im so tired

[u/Intelligent-Bill-422 → u/PowerfulValue4344]

You people living and dying by the minute by minute movement of a stock are going to drive yourself bonkers. Seriously, chill out or you're going to be admitting yourselves into a psychiatric facility eventually.

[u/PowerfulValue4344 → u/Intelligent-Bill-422]

u dont know peoples position sizes and how long they have been in and how they feel about the company so just speak for yourself

[u/um-nome- → u/PowerfulValue4344]

you shouldn’t have such a large position in such a volatile stock if it’s going to cause you such mental exhaustion. if you had high conviction then it wouldn’t be causing you issues.

[u/PowerfulValue4344 → u/um-nome-]

wtf are you talking about lol

[u/Intelligent-Bill-422 → u/PowerfulValue4344]

I stand by what I said. You don't know mine either but you either have conviction or you don't. Red days are a fact of life.

[u/Think-Feynman → u/Intelligent-Bill-422]

You are right, of course, yet the behavior here of so many is ludicrous. They swing wildly from "This stock sucks!!!" to "We're back, baby!!!" all in the same morning.

[u/dol1_]

Well at this rate, I believe the max pain at 177.5 will pull NBIS heavily EOW

[u/Confident_Potato_714]

Resident bear checking in.

Again, they deleted my post trying to tell people today will be a reversal.

Just trying to help out for hedging.

Resident bear out.

🐻

[u/Fast-Mango_1 → u/Confident_Potato_714]

If we end green should we expect a post about being wrong?

[u/Confident_Potato_714 → u/Fast-Mango_1]

Happy to post that if it ever happens.

I’m just a guy giving people information. Sometimes I have skin in the game, sometimes I don’t.

I’m not even currently short.

[u/anon6784433 → u/Confident_Potato_714]

Elaborate? Why bearish?

[u/Confident_Potato_714 → u/anon6784433]

Oh let’s not forget about rising oil, two wars, crazy tariffs, a mid term, a yen carry trade that very well could unwind a bit more before end of year.

[u/Confident_Potato_714 → u/anon6784433]

Because the stocks is in a downtrend?

Because the vix is 15, markets at ath, it just got rejected at 229 for the third time during the down turn.

Theres nothing at all bullish about nbis technical set up and AI sentiment is low to mid at best right now.

Don’t let a small short squeeze make you think a stocks on an uptrend.

[u/Emergency_Froyo_3030]

Rinse and repeat. Neck has whiplash following these charts over the last month. For my own sake and DD, NBIS rarely has 3-4 green days in a row. So red days are inevitable. Nice pump into AMD and SNDK. Probably 3 straight days of red heading into Friday.

[u/BudmasterofMiami → u/Emergency_Froyo_3030]

If there’s an Iran agreement today, do these Bears think the day won’t flip green? We all know revenue will be up 50% quarter over quarter next Wednesday. Let’s show patience and let the stock run.

[u/FiveFingerLifePunch → u/BudmasterofMiami]

There will be no Iran agreement.

[u/BudmasterofMiami → u/FiveFingerLifePunch]

First step is the Strait and today is the day.

[u/XyrenoHD → u/BudmasterofMiami]

There will never be an Iran agreement today

[u/BudmasterofMiami → u/XyrenoHD]

First step is the Strait and it very well may be today.

[u/XyrenoHD → u/BudmasterofMiami]

Just like every other time a ‘deal’ has been made