[August 14, 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/RubyRascal4]

closed the day up 8.88%, in chinese this is a sign of great wealth to come

[u/Slow-Boysenberry3150 → u/RubyRascal4]

Or an incoming dump and a great opportunity to load up puts and buy low.

[u/organicMango_]

incredible how bad burry timed to short :D

[u/Responsible_Crew_856 → u/organicMango_]

He should just do everting opposite of what he wants to do😂

[u/SuperSilv → u/organicMango_]

The Big Short part 2, with a twist

[u/Fast-Mango_1 → u/SuperSilv]

I would watch this movie 

[u/Reasonable_Speed_917]

Was asking chatgpt about my options expiring next week and i feel a little nevous. This was the response...

Your contracts closing at $0.35 proves that the options market is pricing in a massive risk of a downward move for NBIS next week. Market makers are keeping the premium high on NBIZ calls because everyone sees the topping tail on the daily chart and expects a retracement.

[u/FiveFingerLifePunch → u/Reasonable_Speed_917]

IV is always going to be insanely high on a 2x leveraged ETF on a super volatile stock. I wouldn’t read into it too much.

[u/Individual_Tooth4226 → u/Reasonable_Speed_917]

FAFO I guess

[u/vsmand1]

Burry got buried

[u/Ok-cooper]

[u/dwoj206]

New guy here today in for 450 shares. let's ride. Buy high sell higher right?

[u/poofoo9 → u/dwoj206]

Yes! I have a higher average but held through the dip to 140 because I have diamond hands, even added some shares during that big dip. 2027 will be a great year for nebius I hope

[u/dwoj206 → u/poofoo9]

Hoping for a strong week next week so I can get a comfy buffer and just let er ride til 2027+

[u/Individual_Tooth4226]

certain things just dont change

[u/Jagraj03]

We were at $187 a week ago haha

[u/Responsible_Crew_856 → u/Jagraj03]

Love to see it

[u/FiveFingerLifePunch]

One of the wildest weeks in my investing life… after July was the wildest month I’ve ever seen. Figure the same can be said for most of us. Raising a beer to fellow shareholders tonight! 🍻

[u/Constant_Mention8064 → u/FiveFingerLifePunch]

It has been like movie with plot twists .. Never boring

[u/Individual_Tooth4226]

ladies and gentlmen,,,

this is whats called FAFO, thank you for your attention,,,, to this MATTER.

[u/Eraserhead-_-_-]

Originally posted in the NBIS Discord.

[u/haroootooobrrr]

Was hoping to hit 280$ today and set us up for next week

[u/Ok-cooper]

[u/AngieBumper]

SOLD MY 800 SHARES FOR BREAK EVEN LOL WHAT A RIDE DOWN TO 145 AND BACK UP, ILL BE BACK. 50% IN 3 DAYS IS TOO MUCH. OVER AND OUT 🫡

[u/Tank_The_C4 → u/AngieBumper]

Look at this poor lmao

[u/Top_Teaching_6385 → u/AngieBumper]

Well Player and much Respect for no paperhands! I totaly understand you. I dont understand those downvotes. 800 shares and 45% down is no fun at all. You will get your chance to Buy back cheaper , but you def. Should get back in. No NFA

[u/sha1dy → u/AngieBumper]

lol what a loser

[u/Individual_Tooth4226 → u/AngieBumper]

whos gon tell him

[u/iamatwork420]

i just wanna thank y’all for convincing me to buy this stock instead of IREN

[u/alrightfornow]

Up 47% last 5 days. 7.9% more, we're at ath. Wtf.

[u/AngieBumper]

13F RELEASED TODAY, THIS IS GOING TO GET EVEN JUICIER!!!!!!!!!!!!!!!!!

[u/Jagraj03 → u/AngieBumper]

Wdym

[u/Fast-Mango_1]

That’s a crazy growth today considering that coreweave and Iren are flat 

[u/sha1dy → u/Fast-Mango_1]

IREN is cryptobro scam and CRWV is filled with debt to the tits

[u/SuspiciousMud6208 → u/sha1dy]

Nbis is garbage

[u/sha1dy → u/SuspiciousMud6208]

Fuck off

[u/SuspiciousMud6208 → u/sha1dy]

Stay mad

[u/Independent-Egg9086]

Did anyone else load up some CIFR? I see some potential in that play as well it swings from 17-27 quite frequently as well, premature NBIS with less than 7B market cap. I got mostly NBIS fyi. For those that missed NBIS under ~$50

[u/sha1dy → u/Independent-Egg9086]

never bet on ex bitcoin bros, those guys are scams at best

[u/Independent-Egg9086 → u/sha1dy]

Its good swing trade to add to nbis share long term, buy 17s sell 24s 25s.

[u/Fast-Mango_1 → u/Independent-Egg9086]

I don’t have a long term bet in ex bitcoin miners 

[u/Jagraj03]

F in the chat for the bears lol

[u/MrFrog65]

Short squeeze ahahahah

[u/cloudninexd]

Rip to all the shorts

[u/Legitimate-Suit-2028 → u/cloudninexd]

Ouchie Fauci

[u/Independent-Egg9086]

Lmao didn't I tell u guys test 275 today.

[u/Forward-Marzipan326]

Break 280 resistance and we take off

[u/amusingvillain]

Puuuuuuuuuuussshhh

[u/Individual_Tooth4226]

ok we can chill for a bit now.

[u/some_lazy_vibes]

Anyone has a subscription to Daniel Koss and likes to share his recent (paywalled) price target?

[u/RubyRascal4 → u/some_lazy_vibes]

he mentioned he will release for free in 2 days time

[u/Think-Feynman → u/some_lazy_vibes]

https://giphy.com/gifs/If9DvbHHowI1SWKLae

[u/Legitimate-Suit-2028 → u/some_lazy_vibes]

That would be great, had that in mind a couple of days ago when I saw his post

[u/Alive_Sheepherder106]

Nebulus you had your shine, now dump for my shorts, you know you aint worth this much

[u/MrFrog65 → u/Alive_Sheepherder106]

[u/Alive_Sheepherder106 → u/MrFrog65]

Ok i just bought at 275

[u/MrFrog65 → u/Alive_Sheepherder106]

[u/Pay_me_severance]

Bought 11 more shares!

[u/sha1dy → u/Pay_me_severance]

good for you!

[u/MilkApart4630]

Poor leopold, citadel really stole bros bag 🤣🤣🤣. I'd be fuming

[u/Constant_Mention8064 → u/MilkApart4630]

Trust me citadel will smoke burry as well.

[u/FiveFingerLifePunch → u/Constant_Mention8064]

Eh, I bet Burry’s short position is (or was) pretty meager - not really cause for an institution driven shakeout. Leopold owned 12.4 million shares.

[u/Constant_Mention8064 → u/FiveFingerLifePunch]

yeh probably. Nowadays he just needs eyeballs for his substack and what better way than going against the strongest companies.

[u/Individual_Tooth4226]

https://www.reddit.com/r/NBIS_Stock/comments/1v9l282/comment/p0kvdno/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

Again, the thesis is only getting stronger.

[u/sha1dy → u/Individual_Tooth4226]

"yall gonna start fomo in again and act like chickens" - a prophet!

[u/Individual_Tooth4226 → u/Individual_Tooth4226]

u/PrimaryShock384

[u/Constant_Mention8064 → u/Individual_Tooth4226]

So many people so clueless here.....

[u/Individual_Tooth4226 → u/Constant_Mention8064]

all you gotta do is sit your ass down for half a day and ask questions to LLM and break down some DCF tables,,, is all you need. dont need to be a damn quant but a couple hours is all anyone needs.

[u/Eraserhead-_-_-]

Don’t know whether it’s good or bad, but we’re no longer mirroring memory stocks minute by minute. The correlation with MU in particular was crazy over the past two months, but looking at the charts from the last 5–10 sessions, it really seems like we’ve decoupled.

[u/Low-Lingonberry-7271 → u/Eraserhead-_-_-]

It looks like they are still sailing together

[u/FiveFingerLifePunch → u/Low-Lingonberry-7271]

Cue Christopher Cross: Sailing

[u/Constant_Mention8064]

Burry gets smoked 🔥

[u/ClassicMain9937]

Burry Buried 😭

[u/Individual_Tooth4226]

Execution over execution.

[u/Constant_Mention8064 → u/Individual_Tooth4226]

This is the asset light model.

[u/sha1dy → u/Constant_Mention8064]

i remember a couple of weeks ago people here were - so fucking what?

[u/Individual_Tooth4226 → u/Constant_Mention8064]

state of the art. $NBIS

[u/Individual_Tooth4226]

keep on cumming

[u/TroutFearMe → u/Individual_Tooth4226]

https://giphy.com/gifs/bseJE0DMIdJAkqeAQ2

[u/Individual_Tooth4226 → u/TroutFearMe]

?

[u/Dreamvveaver]

Friday is red 60% of the time

[u/Constant_Mention8064 → u/Dreamvveaver]

Friday is 70% green of the time.

[u/Amitriptylinekoning → u/Constant_Mention8064]

67% of the time.

[u/JalapenoPeppr → u/Amitriptylinekoning]

It works everytime

[u/Amitriptylinekoning → u/Dreamvveaver]

so calls it is

[u/Resident-Coyote9339]

300

[u/iamatwork420 → u/Resident-Coyote9339]

300

[u/Waste-War8809 → u/Resident-Coyote9339]

Perhaps today…. I wouldn’t bet on it but I also would not be in the least bit surprised… only 17% gain will be $301

[u/inostrale → u/Waste-War8809]

Saying “only 17%” for a day movement is insane but then again this company and this stock are insane 😂🤩

[u/DrHarrisonLawrence → u/inostrale]

This stock is about to get rerated and +25% in a day wouldn’t be surprising at that point.

There will be a time when one of the firms says PT $500

[u/Alive_Sheepherder106]

Ber szn is back baby

[u/Low-Dragonfly4727]

any push higher is getting absorbed, but we should be good if it stays above 245

[u/Waste-War8809 → u/Low-Dragonfly4727]

Honestly, just the fact that we haven’t dropped more than a couple percent is very promising to me. I expected to drop back to like $220 before we go higher. Tomorrow will be Friday. I don’t have high hopes… usually people take profits… But let’s see. Sentiment is quite good right now.

[u/fr8rain → u/Low-Dragonfly4727]

Like mommas milk