Resolver-driven radar and ticker monitoring with null-safe catalyst hooks for the later 4B merge.
WATCHING: 1 resolver-linked event(s) in the last 24h, 1 active source(s), confirmation 0.89, catalyst support 1.00.
Gains are mostly from weekly $NBIS calls and CCs and shares. Pivoted to opticals and semis recently. I’m going to full port $SPCX next month to flip it, heard $SPCX is trading at 2x potential IPO valuation on hyper liquid lmao. submitted by /u/ZhongLiGODTier [link] [comments]
Bought these NBIS calls on the NVDA earnings day Wednesday before close. NBIS was down considerably that day, around the 190s range. Bought 30 lot @ 0.55 and sold all the lots in batches of 10 after the first hour of trading on Thursday. My thinking was NVDA's excellent results might lift the semi sector again, and since it was down, it might regain its previous highs. submitted by /u/manbearpig008 [link] [comments]
I wanted to consult you about a list of stocks I have on my radar. I am looking for aggressive growth profiles and I would like to know which of them you think has the best chance to hit a 10x in the medium or long term, and above all, what are your fundamental arguments. - Ondas Inc. (ONDS) - $9.07 - Nebius Group NV (NBIS) - $214.96 - MP Materials Corp. (MP) - $64.42 - Iris Energy Ltd (IREN) - $56.81 - Nu Holdings Ltd (NU) - $12.72 - Quantum Computing Inc. (QUBT) - $12.34 - AeroVironment Inc. (AVAV) - $174.40 - Vistra Corp. (VST) - $156.27 - CRISPR Therapeutics AG (CRSP) - $50.34 - Tempus AI Inc. (TEM) - $46.19 To break the ice, I leave you my own analysis with the 3 companies on the list that I see with the greatest asymmetric potential to achieve that multiplication: 1. Quantum Computing Inc. (QUBT) The thesis: Applied quantum computing. It is the typical "all or nothing" asset. If they manage to commercially scale their photonics-based quantum systems (which operate at room temperature, unlike the complex cooling systems of competitors like IBM), the addressable market is infinite. Why a 10x: Its current market capitalization is relatively small compared to tech giants. Any massive government contract or key breakthrough in their hardware will multiply the stock out of pure FOMO and disruption. 2. Tempus AI (TEM) The thesis: Artificial Intelligence applied to precision medicine (oncology, cardiology, etc.). They have one of the largest clinical and genomic data libraries in the world. Their revenue growth remains solid (around 36% year-over-year) and they are at the perfect intersection of two megatrends: AI and personalized healthcare. Why a 10x: The business model is highly scalable. If they manage to position their algorithms as the global standard for pharmaceutical companies to develop drugs and doctors to diagnose, the current valuation will look ridiculous in a few years. 3. Nebius Group NV (NBIS) The thesis: Pure infrastructure for the AI era. Essentially, they are building supercomputing clusters and cloud services optimized specifically for artificial intelligence workloads with next-generation GPUs. Why a 10x: The world has a massive bottleneck with the computing power to train AI models. Although it trades at demanding multiples after its recent rises, if they manage to consolidate themselves as the reference independent infrastructure provider in Europe and key markets, they have a brutal runway ahead. I also have ASTS on my radar. The problem is that I feel like the best buying opportunities have slipped away from me after the recent vertical rises. Right now I'm waiting on the sidelines to see if it makes a healthy correction to enter with force. I see it difficult in the short term because of the momentum it has, but I have the theory that maybe with the SpaceX IPO the space market could move and give an entry window to those of us who stayed out. submitted by /u/srgp294 [link] [comments]
profit is profit Shoutout to everyone who got in with me. Let's talk Trade smart, everyone. Hope y'all go out there and build even bigger wealth! submitted by /u/MarilynLongan [link] [comments]
Position: 1900 shares Alright regards, gather round. While you apes are gambling on $BOT and buying $MU calls at ATHs, I've been quietly stacking META WHY HEDGE FUNDS WON'T BET ON ZUCK (AND WHY YOU SHOULD) Here's the part your financial advisor won't tell you because he's busy losing your IRA in covered calls: Zuck has ABSOLUTE VOTING CONTROL. He is the only Big Tech CEO who literally cannot be fired. Not Pichai. Not Cook. Not Nadella. Just Zuck and his dual-class share structure. Hedge funds HATE this. They can't activist-investor him. They can't threaten the board. They can't cry on CNBC about "shareholder value." so they underweight the stock. That's why META traded at a huge discount when Zuck was burning cash on the metaverse, remember the stock at $90 and wished you got in? I'll be real, the metaverse did fail and that's because Zuck is just an autistic lizard king, he's not a visionary that can build new products. BUT he is the GOAT of corporate plagiarism. This man saw Snapchat Stories in 2016 and cloned it into Instagram Stories so hard that Evan Spiegel is still crying to this day. Then TikTok showed up and started eating everyone's lunch, so Zuck whipped out Reels, jammed it into all his apps and now your aunt watches AI slop for 4 hours a day. Now apply this to AI. OpenAI and Anthropic are out there doing the HARD part: frontier research, RLHF, alignment, figuring out which architectures actually scale. The race is not won by whoever has the best AI model first. It's won by whoever DISTRIBUTES it to the most humans. THE AI CAPEX TRADE: HEADS I WIN, TAILS YOU REGARDS LOSE Capex now $125-145B for 2026. Market shat itself and dropped META 7% AH because big number bad and anyone CAN tweet "OvErSpEnDiNg." Scenario 1 Meta builds a SOTA model. They jam it into the ad stack. Existing AI tools already boosted conversion rates 6%. Imagine what frontier-level intelligence does to ad targeting across 3.56B users. Revenue growth doesn't just continue, it ACCELERATES. Print machine goes brrr. it's a brand new business segment overnight. Scenario 2 The model is mid but AI Infra is valuable. Cool. They have $145B of GPUs and data centers. You know what those are worth on the secondary market? Ask $IREN, $NBIS, $CRWV, the companies you regards are buying that are built on RENTING compute. Meta could pivot to being a neocloud and the assets still print. It's like buying Manhattan real estate and worst case you become a landlord. There is NO universe where BILLIONS of frontier compute is worthless. The bear case is "Meta builds a multi-billion dollar infrastructure business on the side." Not financial advice. submitted by /u/ThatGuyInYourRoom [link] [comments]
Hey everyone, I’ve been building a high-conviction portfolio focused heavily on the physical and computing layers of AI infrastructure. I’m strictly long-term and don't care about short-term volatility, but I’d love to get some brutal feedback on my allocations. Here is my current breakdown: • Nebius Group (NBIS): Bought at $83.46 (currently $219.94). Holding about 99 shares . Up +164.53% . • Micron Technology (MU): Bought at $267.70 (currently $724.38). Holding 14.6 shares . Up +169.76% . • Vertiv Holdings (VRT): Bought at €90.17 (currently €319.15). Holding 20 shares . Up +253.94% . • Alphabet (GOOGL): Bought at $172.23 (currently $396.74). Holding 15.5 shares . Up +119.94% . • Broadcom (AVGO): Bought at $217.18 (currently $425.65). Holding 12.9 shares . Up +89.12% . • Rocket Lab (RKLB): Bought at $47.48 (currently $124.74). Holding 43 shares . Up +161.22% . • TSMC (TSM): Bought at $165.69 (currently $404.50). Holding 10.3 ADRs . Up +141.31% . • Amazon (AMZN): Bought at $198.53 (currently $264.20). Holding 15.5 shares . Up +25.34% . • Meta Platforms (META): Bought at $562.99 (currently $614.46). Holding 6 shares . Up +5.05% . Am I dangerously over-concentrated in one sector, or is this specific infrastructure play the smartest way to exploit the secular AI trend? Let me know your thoughts or where you think I’m blind. Roast my portfolio. Anyone have tips on more stocks to follow i’d also like to hear it! submitted by /u/Charming-Inflation43 [link] [comments]
Got NBIS for $47/share during February 2025 and rode it down to $20/share during the tariff dump. Conviction and diamond hands 😅 submitted by /u/moonxrabbit [link] [comments]
Since my last post on $RKLB, it has doubled. https://www.reddit.com/r/wallstreetbets/s/W9CJ0XQHsw Today I present to you, yet another found led AI company that is completely being ignored by the market. $NBIS Earlier this week, Nebius printed Q1 2026 before the open. The stock is up roughly 30 percent since, and I believe this is about to run for weeks like all the other AI companies after posting hot earnings (think $MU $SNDK $NVDA), Revenue grew 684 percent year over year. Annualized run rate for the core AI cloud business reached $1.9 billion. With over 9 billion cash on hand, 30 billion in deals from $META and more earned in the Last 3 months https://www.ctvnews.ca/business/article/nebius-signs-ai-infrastructure-deals-with-meta-worth-up-to-us27-billion-over-5-years/ This company is completely undiscovered and untouched (until this week, and I believe people will fomo in once they realize what $NBIS actually is) This isn’t some shitty data center stock like Corewave $CRWV or $IREN This is AI training factory that is TOP notch, with their clickhouse software being used on OpenAi and more Not to mention we have top notch management, with our ceo being the founder of a large company in Russia until he was kicked out for speaking out against the war. He then started his company Nebius AI P/E ratio is 80 which is not terrible, but does not include their tens of billions of revenue coming in the next 5 years via contract. TLDR: Stock was misunderstood by most, is a leading AI training company used by OpenAi, Meta and more, people are now realizing that after their latest earnings and I think it’s gonna have a huge explosion up in the next few weeks like the other AI companies ($SNDK $MU ETC) even the chart is mid breakout. Position: 205 Shares (I’m a brokie, don’t hate) submitted by /u/Independent-Chef-169 [link] [comments]
1.9M in a year" title="2.3M in Ford ($F), 300K -> 1.9M in a year" /> Everyone is looking for the next big downstream impact of AI after energy, memory, chips etc. I’m betting it will be batteries/electricity to handle ebbs and flows of demand. Wins over the last 3 months - Google leaps, NBIS stock, Apple leaps. Loss trade was only the one - Snapchat into earnings. EDIT: Got into Ford yesterday at 13.5 - so I didn’t see it coming. Just believe in it for a quick jump at the very least and I don’t think it’s gone up enough yet. submitted by /u/hskdbaldbeiam [link] [comments]
Better Datacenter Stock: CoreWeave (CRWV) or Nebius (NBIS)? The Motley Fool
Riding to the 🌙 submitted by /u/allenk24 [link] [comments]
Market cap is only $50 billion (MU is $900 billion for comparison). NBIS still has potential to 20x at this price submitted by /u/Thetagamer [link] [comments]
Nebius Earnings report Q1: $399M Rev, Net Income $621.2M AND Nebius Posts 684% Revenue Surge as AI Data Center Demand Accelerates I see so much growth for this company for the future i just bought a few shares. The AI centres demand will ONLY CONTINUE to grow at exponential rates, their earnings are bloody brilliant and i think that this stock is extremely undervalued - i project it goes to $500 by EOY submitted by /u/Reasonable-Hedgehog6 [link] [comments]
Less than 10 trades. Turned 3k to 140k in 3 years. submitted by /u/Insanekicks93927 [link] [comments]
Data center companies are all having the same problem. They are literally at contract capacity, and cannot build any more than they've promised. It makes you wonder - what data center companies are not at capacity yet, that will get the $NBIS treatment? submitted by /u/Hato_UP [link] [comments]
submitted by /u/iiskiez [link] [comments]
It's now over half my Roth portfolio. PLTR and QQQ make up another 25%. The other 25% is misc other stuff - RDDT, FLKR, etc. submitted by /u/Diligent-Lettuce-455 [link] [comments]
submitted by /u/whodoesntlovedogs [link] [comments]
Na Leute, wer ist noch alles drin? Heute champagner GaLiGrü submitted by /u/TheSeppel [link] [comments]
I have been sitting on NBIS for a couple months. Glad to see this news. May 13 (Reuters) - Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid a boom in enterprise spending on the technology. Shares of Amsterdam-based Nebius soared 13% in premarket trading. Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts' estimate of $2.4 billion, according to Visible Alpha. The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware. Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth. However, analysts have flagged its heavy capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth. The concerns mirror those at larger rival CoreWeave, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investments ramp-up could weigh on near-term margins. https://finance.yahoo.com/news/nebius-reports-higher-quarterly-capex-110405106.html submitted by /u/AnnaSmiled2 [link] [comments]
Gains are mostly from weekly $NBIS calls and CCs and shares. Pivoted to opticals and semis recently. I’m going to full port $SPCX next month to flip it, heard $SPCX is trading at 2x potential IPO valuation on hyper liquid lmao. submitted by /u/ZhongLiGODTier [link] [comments]
Bought these NBIS calls on the NVDA earnings day Wednesday before close. NBIS was down considerably that day, around the 190s range. Bought 30 lot @ 0.55 and sold all the lots in batches of 10 after the first hour of trading on Thursday. My thinking was NVDA's excellent results might lift the semi sector again, and since it was down, it might regain its previous highs. submitted by /u/manbearpig008 [link] [comments]
I wanted to consult you about a list of stocks I have on my radar. I am looking for aggressive growth profiles and I would like to know which of them you think has the best chance to hit a 10x in the medium or long term, and above all, what are your fundamental arguments. - Ondas Inc. (ONDS) - $9.07 - Nebius Group NV (NBIS) - $214.96 - MP Materials Corp. (MP) - $64.42 - Iris Energy Ltd (IREN) - $56.81 - Nu Holdings Ltd (NU) - $12.72 - Quantum Computing Inc. (QUBT) - $12.34 - AeroVironment Inc. (AVAV) - $174.40 - Vistra Corp. (VST) - $156.27 - CRISPR Therapeutics AG (CRSP) - $50.34 - Tempus AI Inc. (TEM) - $46.19 To break the ice, I leave you my own analysis with the 3 companies on the list that I see with the greatest asymmetric potential to achieve that multiplication: 1. Quantum Computing Inc. (QUBT) The thesis: Applied quantum computing. It is the typical "all or nothing" asset. If they manage to commercially scale their photonics-based quantum systems (which operate at room temperature, unlike the complex cooling systems of competitors like IBM), the addressable market is infinite. Why a 10x: Its current market capitalization is relatively small compared to tech giants. Any massive government contract or key breakthrough in their hardware will multiply the stock out of pure FOMO and disruption. 2. Tempus AI (TEM) The thesis: Artificial Intelligence applied to precision medicine (oncology, cardiology, etc.). They have one of the largest clinical and genomic data libraries in the world. Their revenue growth remains solid (around 36% year-over-year) and they are at the perfect intersection of two megatrends: AI and personalized healthcare. Why a 10x: The business model is highly scalable. If they manage to position their algorithms as the global standard for pharmaceutical companies to develop drugs and doctors to diagnose, the current valuation will look ridiculous in a few years. 3. Nebius Group NV (NBIS) The thesis: Pure infrastructure for the AI era. Essentially, they are building supercomputing clusters and cloud services optimized specifically for artificial intelligence workloads with next-generation GPUs. Why a 10x: The world has a massive bottleneck with the computing power to train AI models. Although it trades at demanding multiples after its recent rises, if they manage to consolidate themselves as the reference independent infrastructure provider in Europe and key markets, they have a brutal runway ahead. I also have ASTS on my radar. The problem is that I feel like the best buying opportunities have slipped away from me after the recent vertical rises. Right now I'm waiting on the sidelines to see if it makes a healthy correction to enter with force. I see it difficult in the short term because of the momentum it has, but I have the theory that maybe with the SpaceX IPO the space market could move and give an entry window to those of us who stayed out. submitted by /u/srgp294 [link] [comments]
profit is profit Shoutout to everyone who got in with me. Let's talk Trade smart, everyone. Hope y'all go out there and build even bigger wealth! submitted by /u/MarilynLongan [link] [comments]
Position: 1900 shares Alright regards, gather round. While you apes are gambling on $BOT and buying $MU calls at ATHs, I've been quietly stacking META WHY HEDGE FUNDS WON'T BET ON ZUCK (AND WHY YOU SHOULD) Here's the part your financial advisor won't tell you because he's busy losing your IRA in covered calls: Zuck has ABSOLUTE VOTING CONTROL. He is the only Big Tech CEO who literally cannot be fired. Not Pichai. Not Cook. Not Nadella. Just Zuck and his dual-class share structure. Hedge funds HATE this. They can't activist-investor him. They can't threaten the board. They can't cry on CNBC about "shareholder value." so they underweight the stock. That's why META traded at a huge discount when Zuck was burning cash on the metaverse, remember the stock at $90 and wished you got in? I'll be real, the metaverse did fail and that's because Zuck is just an autistic lizard king, he's not a visionary that can build new products. BUT he is the GOAT of corporate plagiarism. This man saw Snapchat Stories in 2016 and cloned it into Instagram Stories so hard that Evan Spiegel is still crying to this day. Then TikTok showed up and started eating everyone's lunch, so Zuck whipped out Reels, jammed it into all his apps and now your aunt watches AI slop for 4 hours a day. Now apply this to AI. OpenAI and Anthropic are out there doing the HARD part: frontier research, RLHF, alignment, figuring out which architectures actually scale. The race is not won by whoever has the best AI model first. It's won by whoever DISTRIBUTES it to the most humans. THE AI CAPEX TRADE: HEADS I WIN, TAILS YOU REGARDS LOSE Capex now $125-145B for 2026. Market shat itself and dropped META 7% AH because big number bad and anyone CAN tweet "OvErSpEnDiNg." Scenario 1 Meta builds a SOTA model. They jam it into the ad stack. Existing AI tools already boosted conversion rates 6%. Imagine what frontier-level intelligence does to ad targeting across 3.56B users. Revenue growth doesn't just continue, it ACCELERATES. Print machine goes brrr. it's a brand new business segment overnight. Scenario 2 The model is mid but AI Infra is valuable. Cool. They have $145B of GPUs and data centers. You know what those are worth on the secondary market? Ask $IREN, $NBIS, $CRWV, the companies you regards are buying that are built on RENTING compute. Meta could pivot to being a neocloud and the assets still print. It's like buying Manhattan real estate and worst case you become a landlord. There is NO universe where BILLIONS of frontier compute is worthless. The bear case is "Meta builds a multi-billion dollar infrastructure business on the side." Not financial advice. submitted by /u/ThatGuyInYourRoom [link] [comments]
Hey everyone, I’ve been building a high-conviction portfolio focused heavily on the physical and computing layers of AI infrastructure. I’m strictly long-term and don't care about short-term volatility, but I’d love to get some brutal feedback on my allocations. Here is my current breakdown: • Nebius Group (NBIS): Bought at $83.46 (currently $219.94). Holding about 99 shares . Up +164.53% . • Micron Technology (MU): Bought at $267.70 (currently $724.38). Holding 14.6 shares . Up +169.76% . • Vertiv Holdings (VRT): Bought at €90.17 (currently €319.15). Holding 20 shares . Up +253.94% . • Alphabet (GOOGL): Bought at $172.23 (currently $396.74). Holding 15.5 shares . Up +119.94% . • Broadcom (AVGO): Bought at $217.18 (currently $425.65). Holding 12.9 shares . Up +89.12% . • Rocket Lab (RKLB): Bought at $47.48 (currently $124.74). Holding 43 shares . Up +161.22% . • TSMC (TSM): Bought at $165.69 (currently $404.50). Holding 10.3 ADRs . Up +141.31% . • Amazon (AMZN): Bought at $198.53 (currently $264.20). Holding 15.5 shares . Up +25.34% . • Meta Platforms (META): Bought at $562.99 (currently $614.46). Holding 6 shares . Up +5.05% . Am I dangerously over-concentrated in one sector, or is this specific infrastructure play the smartest way to exploit the secular AI trend? Let me know your thoughts or where you think I’m blind. Roast my portfolio. Anyone have tips on more stocks to follow i’d also like to hear it! submitted by /u/Charming-Inflation43 [link] [comments]
Got NBIS for $47/share during February 2025 and rode it down to $20/share during the tariff dump. Conviction and diamond hands 😅 submitted by /u/moonxrabbit [link] [comments]
Since my last post on $RKLB, it has doubled. https://www.reddit.com/r/wallstreetbets/s/W9CJ0XQHsw Today I present to you, yet another found led AI company that is completely being ignored by the market. $NBIS Earlier this week, Nebius printed Q1 2026 before the open. The stock is up roughly 30 percent since, and I believe this is about to run for weeks like all the other AI companies after posting hot earnings (think $MU $SNDK $NVDA), Revenue grew 684 percent year over year. Annualized run rate for the core AI cloud business reached $1.9 billion. With over 9 billion cash on hand, 30 billion in deals from $META and more earned in the Last 3 months https://www.ctvnews.ca/business/article/nebius-signs-ai-infrastructure-deals-with-meta-worth-up-to-us27-billion-over-5-years/ This company is completely undiscovered and untouched (until this week, and I believe people will fomo in once they realize what $NBIS actually is) This isn’t some shitty data center stock like Corewave $CRWV or $IREN This is AI training factory that is TOP notch, with their clickhouse software being used on OpenAi and more Not to mention we have top notch management, with our ceo being the founder of a large company in Russia until he was kicked out for speaking out against the war. He then started his company Nebius AI P/E ratio is 80 which is not terrible, but does not include their tens of billions of revenue coming in the next 5 years via contract. TLDR: Stock was misunderstood by most, is a leading AI training company used by OpenAi, Meta and more, people are now realizing that after their latest earnings and I think it’s gonna have a huge explosion up in the next few weeks like the other AI companies ($SNDK $MU ETC) even the chart is mid breakout. Position: 205 Shares (I’m a brokie, don’t hate) submitted by /u/Independent-Chef-169 [link] [comments]
1.9M in a year" title="2.3M in Ford ($F), 300K -> 1.9M in a year" /> Everyone is looking for the next big downstream impact of AI after energy, memory, chips etc. I’m betting it will be batteries/electricity to handle ebbs and flows of demand. Wins over the last 3 months - Google leaps, NBIS stock, Apple leaps. Loss trade was only the one - Snapchat into earnings. EDIT: Got into Ford yesterday at 13.5 - so I didn’t see it coming. Just believe in it for a quick jump at the very least and I don’t think it’s gone up enough yet. submitted by /u/hskdbaldbeiam [link] [comments]
Better Datacenter Stock: CoreWeave (CRWV) or Nebius (NBIS)? The Motley Fool
Riding to the 🌙 submitted by /u/allenk24 [link] [comments]
Market cap is only $50 billion (MU is $900 billion for comparison). NBIS still has potential to 20x at this price submitted by /u/Thetagamer [link] [comments]
Nebius Earnings report Q1: $399M Rev, Net Income $621.2M AND Nebius Posts 684% Revenue Surge as AI Data Center Demand Accelerates I see so much growth for this company for the future i just bought a few shares. The AI centres demand will ONLY CONTINUE to grow at exponential rates, their earnings are bloody brilliant and i think that this stock is extremely undervalued - i project it goes to $500 by EOY submitted by /u/Reasonable-Hedgehog6 [link] [comments]
Less than 10 trades. Turned 3k to 140k in 3 years. submitted by /u/Insanekicks93927 [link] [comments]
Data center companies are all having the same problem. They are literally at contract capacity, and cannot build any more than they've promised. It makes you wonder - what data center companies are not at capacity yet, that will get the $NBIS treatment? submitted by /u/Hato_UP [link] [comments]
submitted by /u/iiskiez [link] [comments]
It's now over half my Roth portfolio. PLTR and QQQ make up another 25%. The other 25% is misc other stuff - RDDT, FLKR, etc. submitted by /u/Diligent-Lettuce-455 [link] [comments]
submitted by /u/whodoesntlovedogs [link] [comments]
Na Leute, wer ist noch alles drin? Heute champagner GaLiGrü submitted by /u/TheSeppel [link] [comments]
I have been sitting on NBIS for a couple months. Glad to see this news. May 13 (Reuters) - Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid a boom in enterprise spending on the technology. Shares of Amsterdam-based Nebius soared 13% in premarket trading. Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts' estimate of $2.4 billion, according to Visible Alpha. The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware. Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth. However, analysts have flagged its heavy capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth. The concerns mirror those at larger rival CoreWeave, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investments ramp-up could weigh on near-term margins. https://finance.yahoo.com/news/nebius-reports-higher-quarterly-capex-110405106.html submitted by /u/AnnaSmiled2 [link] [comments]
Revenue is up 684% YoY $399M this quarter. They actually turned a profit on an EBITDA basis $129.5M, which is wild for how much they're spending. The Nvidia connection is huge. Nvidia just dropped $2B into them, and they're one of the first getting Blackwell/Rubin chips. 1.2 GW Megasite: They just got the green light for a massive "AI factory" in Pennsylvania. Cash flow: They’re sitting on like $9B in cash now after some massive funding rounds. submitted by /u/LarryBlink [link] [comments]
Ich habe mich zuletzt intensiv mit Nebius beschäftigt und der Case ist extrem spannend. Bull Case: AI-Compute-Boom starke NVIDIA-Positionierung Ausbau von GPU-Cloud + AI-Infrastruktur Fokus auf Inference & Software (Eigen AI + Clarifai/IP) mögliche „European Sovereign AI“-Story brutales Umsatzwachstum technisch weiterhin starker Chart Bear Case: Bewertung extrem hoch EV/Sales brutal teuer operative Margen weiterhin schwach enormer CapEx-Bedarf hohe Abhängigkeit von GPUs, Auslastung und Finanzierung Insider verkaufen über 20% Short Float Für mich ist NBIS aktuell einer der interessantesten AI-Infrastruktur-Werte überhaupt — aber definitiv kein risikoarmer Trade. Was denkt ihr? LONG oder SHORT nach den Zahlen? Wird Nebius ein echter AI-Infrastruktur-Gewinner, oder doch nur das nächste Northern Data? Oder ist zu viel Zukunft schon eingepreist? submitted by /u/IntelligenceCo [link] [comments]
Description is in the title. https://preview.redd.it/34h7h8gvjt0h1.jpg?width=1170&format=pjpg&auto=webp&s=0f2dd397b8de4914a3881a22267ea5615170de2b submitted by /u/TomAddis [link] [comments]
People thought I would quit after the Cloudflare fiasco . IM BACK. STOCK MIKE AKA THE CANDLEWHISPER DOESNT QUIT. Here is my next earnings pick.... Nebius ($NBIS) - $185.68 (earnings date - May 13) Let me tell you about a man named Arkady Volozh. He built Yandex (Russia's biggest tech company) from a search engine into a sprawling internet empire covering maps, ride-hailing, e-commerce, music, and self-driving cars. He ran it for 25 years. Then Putin invaded Ukraine, the EU sanctioned him, and he lost everything overnight. Most people in that situation go touch grass and buy a vineyard in Portugal. Arkady Volozh built a $20 billion AI infrastructure company in 18 months. This is David Wallace. Corporate fires him, Dunder Mifflin collapses without him, and while everyone else is scrambling, David is quietly in his Connecticut house inventing Suck It. David Wallace did not need you to believe in him. You do not count this man out. The numbers, because apparently some of you need convincing.... Nebius reported $529.8 million in revenue for fiscal year 2025. That is a 479% increase year-over-year. Exit hit $1.25 billion. The target for end of 2026 is $9 billion. The core AI cloud segment grew 802% year-over-year in Q4 alone. The company enters 2026 supply-constrained with legally binding demand. The only question is execution. They signed a $3 billion, 5-year agreement with Meta. Then they turned around and signed $19.4 billion worth of deals with Microsoft. Meta AND Microsoft. The two companies that between them own your attention span, your work calendar, and your mom's Facebook account. They both chose Nebius. That's like if both Jan AND Pam told you you were the most interesting person in the office. You don't question it. You just go with it. Why this isn't CoreWeave... CoreWeave is also Dwight Schrute...they are committed to doing one thing extremely well. Has a beet farm somewhere in New Jersey and will not stop telling you about it. You respect them. You would not want to be alone with them at a conference. Nebius is building the whole office. Full-stack infrastructure: GPU clusters, cloud platforms, developer tools, and an edtech platform. They are not renting you a GPU. They are building the town. Bears + Beats + Battlestar Galactica. Nebius has data clusters in the US, continental Europe, the UK, Iceland, and Israel. Iceland. They put a data cluster in Iceland. You know who else thought Iceland was a good idea? Nobody, until it was obviously the right call. Cheap power. Cold air. No one bothering you. This is exactly the kind of move that looks weird until it looks genius. The Bear Case, because I'm not Toby and I won't hide it from you.... The company is young, unprofitable. Capex guidance for 2026 is $16 to $20 billion. They are spending money like Ryan Howard's startup credit card with no adult supervision. And yes. The Russia thing. The Yandex ghost follows this ticker the way Creed Bratton follows conversations, uninvited, slightly menacing, impossible to fully explain. It will spook people on bad news days. That's the price of admission. "You miss 100% of the shots you don't take. - Wayne Gretzky" - Michael Scott - Stock Mike Follow me. Hate me. Just don't ignore me. submitted by /u/Privacy-Junkie [link] [comments]
Nebius reports Q1 2026 results Wednesday, stock has risen to $181, up over 100% YTD and this print matters more than most people realise. For a background view on this company if you haven't heard of already, they are a full stack AI cloud infrastructure business, delivering GPU clusters, a cloud platform and developer tools. Think of AWS but purpose built for AI workloads. They spun out of Yandex and relisted on the DAQ in late 2024 and have compounded revenue at an insane rate since. Q4 2025 was up 547% yoy. $50B in contracted revenue, $27B from Meta, $19.4B from MSFT and a $2B investment from Nvidia. The Meta contract is fully delivered and live, MSFT tranches are being delivered through 2026 with full run rate revenue expected in 2027. The pipeline and revenue expectations aren't speculative, they are hard contracts with the two largest company's on earth. Management being a core part of the thesis, former co founder of Yandex, Arkady Volozh, ran as CEO for over 25 years. This company was built not inherited, he built one of the most successful businesses in history from scratch, in quiet possibly the hardest possible environments to do it in. When Geopolitics took this business from him, he immediately started rebuilding a new company being Nebius. The combination of proven large scale execution, deep technical credibility and the level of personal skin in the game is rare. It's one of the reasons im comfortable holding such a decent chunk of a position in them. Why I chose Nebius instead of CRWV or IREN. CRWV as everyone knows has an ugly balance sheet, continued additions of debt on top of the $21B pile. It's also facing big fraud lawsuits, in saying that the business is real and executing but the leverage isn't something im comfortable with. Nebius has less debt and is building the full stack AI ecosystem rather than just a gpu rental business. That software layer is what commands higher pricing per MW and its something CRWV doesnt have. Nebius also commands a higher rate per MW in its MSFT deal in comparison to IREN, this is due to its software tech stack. IREN is essentially a bare metal GPU landlord, its often considered a provider of bare metal, contract based GPU capacity. It's a fine business model but its a commodity offering no software moat and limited pricing power as demand catches up to supply. Also, a lot of IREN's revenue still comes from BTC mining which isn't a segment I want involved. Nebius is the only one out of the three that combines contracted revenue, a full stack software platform and backing from the biggest company in the world. What i'm watching on earnings day, ARR trajectory, need to see the capacity ramp translating into ARR at a pace needed to hit targets, also commentary on H2 ramp and it's timing is critical. MSFT deployment, how are tranches being delivered, what's the timing on the remainder and when does full run rate rev kick in. Lastly the Eigen AI integration, they spent $643M on acquiring them which is an inference specialist, which is supposed to integrate into Nebius token factory. Bear case is needing explanation, $16-20B in capex for 2026 and EBIT staying negative all year, EPS number on Tuesday will look ugly around -$0.73. The company is spending aggressively to capture the supply constrained market and profitability is still a while away, investors involved with this stock need a stomach lol. Execution is a major risk, 9 new centres announced, an enormous operation to undertake and any slippage in deployment can hit revenue hard. I have been in this since last say October and it's a decent holding of mine, I trimmed slightly around $160 for capital to be put elsewhere but wasn't a thesis trim. Modelling shows it's current price of $180 as pretty much in line with my fair value, not adding rn but levels below $140 seem attractive if your looking to hold long term. Let me know what you think of this company and how you're positioning. submitted by /u/OilAny787 [link] [comments]
AMD stock up 95 percent YTD NBIS stock up 100 percent YTD These stocks did the unthinkable. It’s truly impressive and a sign. It could be that AI really is this big and it’s changing everything. What I see is Mag 7 funnelling Trillions into an industry. I don’t know how these investors are holding through such insane life changing prices but honestly congratulations 👏. I honestly think that these can go far higher. Many expect these stocks to dump, I expect a further squeeze. Passive investing, banks,money printing, hedge funds and retail momentum control the direction of these stocks. Stocks are banks basically for companies that provide incredibly high returns. This is funding these companies to expand and grow which is what seems the US needs for this AI Push. This is what investing really is for and the purpose of the stock market. Speculation especially negative sentiment is tricky. 230 percent on the buffet indicator, the PE of AMD is 150, NBIS is in the thousands. But in reality rationality and proper pricing have never been the stock markets game. Palantir/Tesla are examples of this having hit 400+ Pe’s and sustaining that premium price for years. Tesla isn’t even a good company on the financial balance sheet, however it’s a well connected maximum marketing strategy giant who can plant seeds of growth and potential in many individuals subconscious. Do not short, do not long. Buy what you feel you can outperform. Don’t focus on the ludicrous valuation’s and RSI. Hedge funds pump and dump stocks with wash trading. Blackrock,vanguard,state street can choose when to invest that lump sum of cash. Those 3 index fund companies Self Audit 😂. Rationality is not the market. The market is simply and honestly like a pyramid scheme. But every rich person, business owner and government is in on this. That’s why Index’s are so valuable, you’ll survive any downturn without worrying too much. Gold,oil,consumer sentiment,rate hikes, tariffs, war, Declining Us Sentiment worldwide, shaky bonds , high debt, US dollar Debasement ,silver, AI fears,record high on many metrics of valuation … premium asset appreciations, bad economy and still the stock market does not flinch. Focus on a positive mindset. The stock market is bullet proof. Nothing we do or say brings this market down. submitted by /u/Historical_Flow3890 [link] [comments]
Lads and ladies, it’s time to pump harder than a college freshman on blue chewy/gas station rhino pill washed down with a white monster combo during sylly week. submitted by /u/Grouchy_Safety294 [link] [comments]
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Nebius Group stock may move 7.9% on earnings release Investing.com
Been bullish on NBIS for over a year now. Accumulated 400shares. Sold CCs on 300 of them. Always won on selling CCs and CSPs on my plays. Stacking small gains. Was up $4000 before this blunder. I sold CCs on NBIS at $123 for $130 strike right before this latest bull market started. This SC is my gains I could’ve had on the covered shares. Not dreading it but learned my lesson on CCs on high beta plays where you’re long term bullish. Any advice is appreciated. Should I just roll super far out to $200 or accept the loss and redeploy the capital elsewhere? submitted by /u/Dpain1314 [link] [comments]
Recently got interested in investing and realised how much I have missed out on gains. I am turning 28 years old in the next few months, based in Europe and currently am in a situation for the next 2 years where I can invest around $1100-1500 per month using IBKR. I’ve already set up an emergency fund and saved up for an apartment. Low-risk investing is covered by my pension funds etc. so I am thinking of using the next 2 years as my most aggressive/risky years but also keeping in mind that the only individual stocks I’d pick would be stocks that I’d hold for at least 2 years and possibly even 20-25 years. I’ll be investing for the next 20-25 years or more and the approach I am currently thinking of consists of just the S&P500 and I am also thinking of putting around $1000 into both RKLB and NBIS and just let that sit for a while and see where it goes which begs the question whether that is worth it at all. I’m sitting on around $5000 to deploy immediately. What I am thinking is wait for a small dip in RKLB or NBIS and invest $1000 each and the rest to S&P500. After the initial lump sum the monthly amount of $1100-1500 all into S&P500 for the next 2 years. After the 2 years I’ll probably stop contributing to S&P500 and just let that sit for the remainder of the time (18 - 23 years) and start contributing to VWCE for those 18-23 years. What do you think? Any advice/thoughts appreciated. Feel free to start a discussion around any individual stock picks you’re thinking of today, especially any that you plan to hold for a long time. submitted by /u/ChronicIer [link] [comments]
Hallo zusammen, ich habe hier immer mal Leute gesehen, die einen erheblichen Teil ihres Portfolios in die Nebius Group gesteckt hatten, also bin ich auch mal mit 2000€ reingegangen. Jetzt ist die Aktie durch die Decke gegangen und ich habe hier einen 27% Increase. Am 13.05. kommt der neue Quartalsbericht, Insider verkaufen angeblich schon. Ich überlege stark den Hype mit zu nehmen und schon wieder rauszugehen. Denkt die Aktie peakt gerade? Danke für eure Tipps! https://www.it-boltwise.de/nebius-optimismus-trotz-insider-verkaeufen.html submitted by /u/shawarmaultra [link] [comments]
Cerebras is finally going public and the hype is getting pretty loud. The tech is definitely cool they basically made one giant computer chip the size of a dinner plate. They’re claiming it’s way faster than Nvidia's new stuff for running AI models. The biggest news is that they just locked in a massive $20 billion commitment with OpenAI. They also have a partnership with AWS now, so companies can use their tech through the cloud instead of having to buy the million-dollar hardware themselves. Is this free money? Coreweave which looked shit also is up, this IPO feel like just buy and wait submitted by /u/Lil_Hater112 [link] [comments]
My fellow Autists & R-Tards alike, saying this again for my beloved haters and losers in the back who didn't read this on the first go around. Despite already being a winner (Twice), conviction has grown & so has my position: OP: Run it back Turbo Americano - Keel Industries ($KEEL) Remember when we caught that first wave of sweet sweet $BITF tendies last year? Well, that was just the appetizer. OP OP: BitFarms $BITF High-Performance Computing Play The Keel Rebrand: America > Canada Bitfarms ($BITF) has officially shed its skin and emerged as Keel Infrastructure ($KEEL). As of this month, the rebrand is complete, the ticker is live, and they have successfully redomiciled its legal headquarters from Canada to the United States (murica, fuck yeah). They are now headquartered in NYC and trading on the Nasdaq with a fresh identity and a clean slate. Symbolism of the Name: The "keel" is the structural backbone of a ship that provides stability and converts energy into forward motion. Management chose this to represent the company as the foundational "backbone" for the compute of the future. - Strong, just like Donald Pump's deadlift. The Setup: One of the Last Pure Plays Without a Deal Look at the landscape: CORZ, IREN, WULF. everyone has already inked their massive hyperscale or AI deals. Their multiples have expanded, and the easy money has been made. But look at Keel: Despite having a 2.2 GW pipeline and permitting already in the bag, they are one of the only major players that hasn’t officially announced a tenant deal yet. They are sitting on over 400 MW of secured power right now, primarily in PJM (Pennsylvania) and Washington. Meanwhile, PA Governor Josh Shapiro has positioned Pennsylvania as a primary battleground for AI Supremacy and $keel's recent move seems to align perfectly with his GRID (Governor's Responsible Infrastructure Development) standard. And you might say: maybe they don’t have a deal because they’re poor operators and nobody wants to work with them? And maybe you’re right! But you really need to stop thinking so hard. Wild to think about $KEEL & their price per watt compared to other AI infrastructure peers. $KEEL is trading at roughly 70 cents per watt. Here is the comparison: $CRWV — $66B market cap. 2.9 GW contracted. Roughly $23 per watt. $NBIS — $40B market cap. 2.5 GW contracted. Roughly $16 per watt. $HUT — $9B market cap. ~1 GW capacity. Roughly $9 per watt. $IREN — $18B market cap. 4.5 GW pipeline. Roughly $4 per watt. $KEEL — $1.6B market cap. 2.2 GW pipeline. Roughly 70 cents per watt. IS $KEEL UNDERVALUED? What’s changed in the last 6 months? Not a whole lot! Except for the fact that the world has finally realized how desperate hyperscalers are for power. While the stock price has come back, the underlying value has only tightened: The War Chest : Between late 2025 and Q1 2026, they built a massive liquidity position of ~$700M. US Redomiciliation provides them with access to fresh capital, many US institutional investors and funds are restricted from buying shares of foreign companies, while also allowing them to be eligible to be included into major US indices like the Russel 2000. Debt: They’ve already retired their debt facilities and cleaned up the cap structure. The ultimate pain of constant dilution is behind us. The Catalyst: A deal Management is explicitly "advancing go-to-market processes" at their flagship sites like Panther Creek and Sharon. The play is simple: When this property is officially off the market and a deal is signed, the easy money will have already been made. You're buying the same assets that pumped to $6.60 but with a better corporate structure, no debt, and a more desperate customer base. TL;DR: $BITF is now $KEEL. They have a lot of liquidity and secured power. They don’t have a deal yet, but they will. Disclosure: NFA DYOR, I am still just a retard with a Bloomberg terminal. Sometimes maybe good, sometimes maybe shit. - It's just money. Position: June $5s & SPOT 4/24 Fill https://preview.redd.it/hte0vu95s4xg1.png?width=1320&format=png&auto=webp&s=cc3d7599090057e10eac095cf25e61df77082f5b https://preview.redd.it/rsg81l62s4xg1.png?width=533&format=png&auto=webp&s=f92d379d21ab051461529b5f73d00ebf2f549013 submitted by /u/DonaldPump1 [link] [comments]
I’m looking to invest €1,000, or maybe even a little more, into NBIS and hold for at least 2 years. Given their massive pivot into AI infrastructure and Tier-1 status with Nvidia, I'm trying to decide if this is a smart long-term move or if I should let it go. I'm particularly interested in whether the current $40B valuation is a sustainable entry point before the upcoming earnings report. I’m prepared for volatility, but I’d love to hear your thoughts on their scaling potential. submitted by /u/TheReborner [link] [comments]
Bought NBIS because someone mentioned it in the daily thread last year. Kept buying, specially during liberation day and some more in September, November and March. Sold last week. I am pissed I sold too early but I guess gains are gains. Now I’m sitting on a pile of cash and I don’t know what to do with it. I still kept some leaps and will probably buy again if there is a pullback. God bless whoever mentioned it first. submitted by /u/Legendary-Lemon [link] [comments]
Goldman Sachs has significantly raised its price target on Nebius Group (NBIS) to $205 (up from $155-$160) for 2026, maintaining a "Buy" rating based on strong AI infrastructure demand, a new $27B-$46B total capacity deal, and massive revenue growth. The firm sees 2026 ARR reaching $7B-$9B. Key Takeaways from Goldman Sachs Target Reset (April 2026): New Price Target: $205, reflecting confidence in AI infrastructure expansion. Revised Estimates: Revenue projections for FY2027–2030 were raised by 30% to 54%, driven by a new $27 billion Meta AI compute capacity contract. 2026 Outlook: Goldman maintained its previous, robust revenue and EBITDA estimates for 2026, pointing to a potential $3.0 billion to $3.4 billion in revenue. Growth Drivers: The company is seeing immense momentum, with a ~574% to 681% gain over the past year. Market Position: Nebius is viewed as a "core supplier" in the global AI ecosystem with strategic partnerships and major data center developments. submitted by /u/Guy_PCS [link] [comments]
Still not selling 🚀 🚀 🚀 submitted by /u/V12ncent [link] [comments]
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I usually trade shares, but recently tried out call options since the recent dip looked like a juicy opportunity. Should I take profits or hold? submitted by /u/curbservice [link] [comments]
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THANK YOU FOR YOUR ATTENTION TO THIS MATTER submitted by /u/ysl1436 [link] [comments]
Also, $CRWV sucks submitted by /u/N-_-_ [link] [comments]
halten? verkaufen? stop loss? submitted by /u/Hot_Bedroom4809 [link] [comments]
Been yoloing NBIS calls for the past two weeks and just closed +$704K in realized profit this morning. I know this is regarded. Got lucky gambling. Sometimes the casino pays out. 🌮🎰 submitted by /u/CookieMolester [link] [comments]
Played 0DTE NBIS today for ~272k gain with the majority of the profit coming from the $103 calls. Had a nice 288k MRVL gain yesterday playing 1DTE $105 calls for 4/2. Big thank you to NVDA for the positive momentum. If I can come back, so can you. Just happy to be in the green again after 6 years of bleeding with various meme stock YOLOs submitted by /u/CookieMolester [link] [comments]
Posting this because I'm frustrated and want to know if anyone else has dealt with this or has advice. I hold 3,400 shares of NBIS (Nebius Group) in a Schwab margin account. This morning they sold 700 of my shares to cover a margin call — without calling me, without emailing me, without any notification whatsoever. My account was UP $74,000 on the day when this happened. Here's what I found out after the fact: Schwab apparently raised the maintenance margin requirement on NBIS from 40% to 50%. I was never notified of this change. Had I known, I would have deposited cash immediately to cover the difference. I had the funds. I just had no idea there was a deficiency. When I called, they told me to call the margin team tomorrow. So that's where I'm at. A few things I'm trying to find out: Whether the requirement change happened intraday today (same day as the liquidation) or earlier Whether there's any recourse to get a goodwill accommodation for the forced sale Whether this rises to the level of a FINRA complaint if they raised the requirement and liquidated me the same day with zero cure period I know the fine print says they can do this. I've read the margin disclosure. But there's a difference between what's legally permitted and what's reasonable — and liquidating a customer who would have funded the account with zero notice feels like the latter. Has anyone successfully gotten Schwab (or any broker) to make you whole after something like this? Any advice on how to approach the margin team call tomorrow? Anyone else seen intraday requirement changes on NBIS specifically? submitted by /u/No_Slice18 [link] [comments]
Nebius: The $45 Billion Backlog Nobody Is Pricing In (NASDAQ:NBIS) Seeking Alpha
Nebius: Massive AI Deals Drive Growth, But Dilution Risks Loom (NASDAQ:NBIS) Seeking Alpha
NBIS: Nebius Group stock may move 7.9% on earnings release - Investing.com (early_signal, score 0.50)
NBIS: Nebius (NBIS) Stock Gets Wall Street Backing as AI Cloud 3.5 Goes Live - CoinCentral (early_signal, score 0.64)
NBIS: Nebius (NBIS) Stock Gets Wall Street Backing as AI Cloud 3.5 Goes Live - CoinCentral (early_signal, score 0.64)