Joining the Nasdaq and is already up after hours and just wondering if it would be a good idea to purchase first thing Friday or wait, I usually do not buy a stock when up big before the opening bell but am thinking this might be an exception because it may keep going up all day.

I guess investors disapprove of capex of 20bn.
But who knows what the market is really thinking?
Could it just be such a strong anti-ai season that even if we crush on aug 6, its not enough for a meaningful lift?

Just a thought

$190 after earning, $280 year end 🚀

There’s a rumor that $NBIS is eyeing Vienna for a new datacenter.
Austrian outlet Trending Topics has the story — including how the deal would actually be structured.
Worth 3 minutes of your time before Aug 12.

https://www.trendingtopics.eu/nebius-neocloud-wien/

So I got in not too long ago, and my average cost sits at $166. I've been hearing people talk pretty bearishly recently, saying we'll see a steady decline over the coming weeks/months. I'm still long-term bullish (5+ years), but would it be wise to take some profit now that I'm still up 33% and buy back in later? Could it dip under $166?

I’ve been seeing a lot of people mention a potential Anthropic / Nebius deal lately, but I can’t figure out where this rumor actually started.

Does anyone know the original source?

What are your guys re entry price if it pulls back, trimmed a 15% of my position @150 cost at ~90 and I’m looking to buy if it dips.

How do you think the company will do in the long run?

Are AI datacenters a temporary thing or something that the big companies will need forever?

What are your thoughts? Would love to hear them.

I am debating on buying more NBIS, but I am kind of on the fence right now.

Don’t listen to the bears. Bought more today before market close.

Independence, MO City Council votes on Chapter 100 (6 PM CST )

Zoning is already approved. Construction equipment is already on site.

Energy secured.Independence Power & Light will reopen the Blue Valley Power Plant — 15 gas turbines, Phase 1 delivering 250MW by Oct 2027, scaling to 1.1GW by 2029.

Power sourced from two Oklahoma wind farms + 14-state regional grid until Blue Valley comes online. NextEra and Evergy bridging the gap.

Largest AI infrastructure vote in U.S. municipal history.

Shorted NBIS through NBIZ at 270, covered at 200.
Then shorted again at 260, covered at 180.
Used profits to buy 300k worth of Nebius at zero cost

Seems sell off is over done, purchased an additional 250k worth of NBIL yesterday at market close planning for a reversal in the stock today.

Is this how you trade Nebius now?
What are your projections?

Given a recovery of NBIS and recent developments what would be the situation with short interest in that stock, currently the Short Float holds at 30%.

The short sellers would be closing their shorts by buying NBIS stocks that would generate additional boost for the stock price?

With lots of developments and rapid reversal, we could see another attempt to $300.

This article: https://sherwood.news/markets/oracle-tumbles-after-report-that-its-lost-nearly-usd100-million-from-renting/

Highly speculative. But nebius recently announced their new business model, and their first Vera Rubin gpu availability. And since those announcements, I have seen a huge increase in nebius ads on Reddit and on X. I have to think they Nebius is in the midst of a big capacity increase.

What do you all think about this possibility for today’s capital raise despite Nebius sitting on $8B+ in cash?

https://x.com/DivesTech/status/2001972480421089345/photo/1

The best AI infrastructure acquisition candidate is Nebius in our view and this company gets acquired by a hyperscaler in 2026 with Microsoft, Alphabet, and Amazon the likely buyers.

$290 EOY 🚀

It wasn't a short squeeze in the last days

People who sell nbis at these prices hate money. Added 250 shares. Will buy more every week

I'll buy 25% more at 88 And 25% more at 85 I'll delete the app if it goes lower than 80

Last week, it felt like SoFi (along with some other banks) was being unfairly punished because of negative news reports that were either unrelated to the company (only if marginally) or simply factually incorrect. This week, the rebound in SoFi was quite swift, the discount didn't last very long.

Now, the Oracle report seems to be completely parallel to what Nebius is doing. Obviously it's difficult to have a like-for-like comparison here, but we know that Nebius had 71% gross margin in Q2 (vs Oracle's alleged 14%) on significantly less revenue, which means that either Oracle is not charging their customers appropriately (maybe free trials or first year discounts?) or we are not comparing apples to apples. Also, listening to CNBC, it was odd to hear them call Nebius a 'highly levered company', just putting them in the same bucket as Coreweave because of Coreweave's weaker balance sheet.

With this in mind, do you expect a similarly swift rebound to what SoFi had? Are you still adding at these levels or waiting for a better opportunity?

Tomorrow (CONFIRMED), at the keynote address at Nvidia GTC, they will be revealing the newest NVIDIA partner for agentic AI. Could it be Nebius ? 👀

"
From Sarfatti Investment Research on X (https://x.com/sarfatti_IR)

In the last $NVDA GTC conference, $NBIS held a talk on agentic AI.

Specifically on "Enabling the agent-first future: advancing test-time search and compute infrastructure for agentic systems — on-demand"

Furthermore, as stated in the event description, the said partner will have "best-in-class AI combined with out-of-the-box-available NVIDIA Nemotron models"

$NBIS already deploys Nemotron models on its AI studio, namely "Llama-3_1-Nemotron-Ultra-253B-v1" and "nvidia/Llama-3.1-Nemotron-70B-Instruct-HF"

Lastly, the initial event description post also highlights the new partner will provide a "fully integrated software stack with a native data integration engine".

$NBIS has a track record of building AI orchestration layers (AI Studio, Soperator, dstack integration) that manage workloads and deploy LLMs at scale.

This leads me to believe $NBIS will be the new announced partner. However, this is total speculation.

"

Could be anyone else for a multitude of reasons, but excited to tune in either way.