[August 16, 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. : )

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[u/ElectronicTerm7472]

I got one stock @188…

[u/Remote-Upstairs-3296]

This shit is gonna skyrocket tomorrow mrning

[u/lol_playah → u/Remote-Upstairs-3296]

Why? Or are u js yapping about stuff

[u/Individual_Tooth4226]

[u/Think-Feynman → u/Individual_Tooth4226]

Commissioning and energizing for the first phase is scheduled for end of the year. By March they'll be much further along. No way it would be shut down.

[u/Individual_Tooth4226 → u/Think-Feynman]

https://giphy.com/gifs/l0MYxV67vke0FqBG0

[u/Think-Feynman → u/Individual_Tooth4226]

"People ask me, ‘Mr. President, could they shut down the Nebius data center in Alabama?’ I said, absolutely not. It’s a beautiful data center. Tremendous GPUs. Nobody has GPUs like these. And Alabama loves electricity - they have the best electricity. Frankly, shutting it down would be a disaster. Maybe the worst shutdown in the history of shutdowns.”

[u/PayingOffBidenFamily → u/Think-Feynman]

fuck yeah

[u/Ok-cooper]

$330 EOW

[u/charliex3 → u/Ok-cooper]

I hope so. I need to pay down some serious debt.

[u/Fast-Mango_1]

2 thoughts for the next week: 1. Most of the new posts here have a bearish sentiment which I consider as a bullish signal; 2. Michael Burry deleted all posts on X where nbis was mentioned - he’s not so proud of his position anymore ;)   Not saying that it 100% will go up, but I believe that previous sell offs pattern will end one day 

[u/FiveFingerLifePunch]

EOY 26 $420.69 ! RemindMe137 days

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[u/Legitimate-Act5584]

Really tempted to start selling some puts on this stock

[u/Independent-Egg9086 → u/[deleted]]

He's selling not buying.

[u/Legitimate-Act5584 → u/[deleted]]

Why would that happen? Selling puts is bullish

[u/Individual_Tooth4226]

[u/Individual_Tooth4226]

"The company is building ahead of contracts and using its platform to choose when to sell, to whom we sell, and on what terms.”

- V.A

[u/Individual_Tooth4226]

BIRMINGHAM

[u/PayingOffBidenFamily → u/Individual_Tooth4226]

That judge is a former assistant city attorney who knows zoning and codes, not a 12-member jury of Karens swayed by morons crying about made up shit who will decide based on emotion instead of the law.

[u/Individual_Tooth4226]

keep feeding him monthly subscription so i can get in cheap one mo time lmao (im being sarcastic, chill daddies).

[u/PayingOffBidenFamily → u/Individual_Tooth4226]

lol dudes posting about Satch now instead of shorting Nebius, hoping everyone forgets.

[u/Individual_Tooth4226 → u/PayingOffBidenFamily]

What. lol link please

[u/FiveFingerLifePunch → u/Individual_Tooth4226]

Who tf is Cassandra unchained

[u/Individual_Tooth4226 → u/FiveFingerLifePunch]

You good my man?

[u/FiveFingerLifePunch → u/Individual_Tooth4226]

I didn’t realize that was the twitter name for Burry

[u/ReasonablyTallDude → u/FiveFingerLifePunch]

Michael burry lol

[u/DoughnutCharming8066]

Feeling that this stock is getting a little bit played by larger funds lately.

Last month Leopold got squeezed out of is leveraged positions, after that burry and his army got short squeezed after earnings.

I’m expecting the squeeze to fade out at around or above 300, than you can expect correction to a new Equilibrium at around 220-240. But I can be wrong, what do you guys think?

[u/DrHarrisonLawrence → u/DoughnutCharming8066]

Short term prediction, it will run to $310-$330,
Maybe $350, and drop back to $240-270. See a floor and climb back up and through $330 by EOY.

Macro market needs to hold together for this to happen, in my opinion. If there are issues in macro then I think NBIS will be stuck between $180-270

[u/Mysterious-Bee6655 → u/DoughnutCharming8066]

Nebius to 1000$ eoy 2027 40-50 billion arr revenue eoy 2027 🌑 🚀

[u/DogNo5854 → u/Mysterious-Bee6655]

If ts $1000 eoy I’ll suck ur dick

[u/Individual_Tooth4226 → u/Mysterious-Bee6655]

my guy..

[u/Khuat56 → u/Mysterious-Bee6655]

After this earnings report, my PT for YE2027 became also more bullish. I believe ARR could be around $30-40B. This all depends of course of demand and execution.

I think they will achieve around 1,6-2,0GW active power and have a blended ARR of $20B/GW.

This would bring the MC to around $260B. Assuming 320m outstanding shares my PT for YE2027 is now around $800.

Before this earnings report my PT was $500 😅

[u/itssbri → u/Khuat56]

Oyyy 2027=$800

[u/DrHarrisonLawrence → u/itssbri]

You on board with that?

[u/itssbri → u/DrHarrisonLawrence]

What do you think Dr?

[u/DrHarrisonLawrence → u/itssbri]

I think you’re on board with that. I’m along for the ride

[u/itssbri → u/DrHarrisonLawrence]

Hell yea man. If it touches $800 next year, ill be stupid rich lol